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We draw upon years of expereince in dealing with banks and other financial insitutions.
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Personal Financial Management |
- Targeted planning for specific goals
- Assistance in compromising unsecured debt obligations
- Monitoring of settlement plans and free "check ins"
- Referral network for specialized needs of clients
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Debt Settlement |
- No retainers charged
- Fees paid upon settlement only
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Estate Planning |
- No obligation consultation
- Analysis of your family's financial situation
- Analysis of estate and gift tax impact
- Drafting of wills and living trusts compliant with state law
- Follow up services
- Probate of wills
- Administration of estates and trusts
- Payment of estate tax
- Personal service to heirs
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