Additional Services Available

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