Additional Services

  • stock4Assistance with personal residence financing or re-financing.
  • Assist clients with estate planning consultation and attorney referrals.
  • Review of proper titling of assets for trusts & tax purposes and estate planning.
  • Investment related tax consultation.
  • Assist with the understanding and implementation of Trusts (e.g. Charitable, Private Foundations, Irrevocable Life Insurance Trusts) and Family Limited Partnerships.
  • Assist clients with QDROs and transfer of marital assets upon divorce.