Advisory & Consulting Services
We provide advisory and consulting services in many areas:
Estate and Trust Planning
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it an maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual's wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Financial and personal records are often vast and confusing to sort through. With our professional training, we can make sense of these records and transactions and get to your bottom line. In cases of marital dissolution or bankruptcies, this service can involve analysis of financial records to assist you through this difficult process.
As technology rapidly advances, companies increasingly need to update their computer systems. We can evaluate your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new systems.