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