Services

I offer a variety of services to help financially from trust services, financial advice, and tax services throughout the Spokane and Coeur d'Alene area. Let me use my years of financial services experience and tax knowledge to help you.

Professional Trustee

Serve as trustee for a variety of trust types including living trusts, testamentary trusts, and special needs trusts.

Personal Representative

Serve as a professional personal representative for both simple and complex estates

Tax Services

Provide tax services for individuals and fiduciaries including e-file of IRS Form 1040 and IRS Form 1041

Financial Advice

Use years of expertise to help financial planning through advice and research

Services

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