FAQs
- What types of customers have you worked with?
Helping people plan their estates by developing inter vivos ("living") trusts, wills, powers of attorney, transfers, assignments and helping them plan for last illness death. Representing individuals and small businesses in administrative procedures before federal, state and local tax agencies and in opposition to the same tax agencies in court. Developing and forming the corporate, tax and financial structures for small businesses. Representing estates, trusts, small businesses and individuals in courts and before a variety of administrative agencies
- What advice would you give a customer looking to hire a provider in your area of work?
Spend time talking with them to determine if you like them. Ask questions about how the services offered could directly benefit you now and in the future.