Assistance 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.