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Nancy is a Professional Trustee, neutral third party, who will carry out your wishes in your estate plan.
SERVICE OFFERED:
- Trustee or Successor Trustee
- Trust administration
- Special Needs Trust Administration, Special Needs Trust Planning
- Power of Attorney Duties: Health Care & Financial Power of Attorney (POA)
- Support Services: Trust Accounting
- Probate Personal Representative
- Assessment
- Planning
- Coordination
- Case Oversight
- Progress Evaluation
Elder Care Counsel & Paying for Long Term Care: Asset Preservation
- Guidance in navigating all aspects of elder care issues
By Affiliate Attorneys
- Avoid Probate & Conservatorship
- Revocable Living Trusts – Special Needs Trust
- Health Care and Financial Directives
- Wills
Nancy was a licensed financial advisor, #0C49735
Investment & Financial Planning:
- Review Existing Investments
- Sound Investment advice in these economic times
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