Meet with clients to draft appropriate documents including Wills, Trusts, Powers of Attorney, and Health Care Directives, advise on estate, gift, GST, charitable, business succession, and income tax matters.
January 20, 2023
Review clients existing estate plans to determine if they are achieving their goals.
February 08, 2023
Collaborate with advisor teams to insure clients objectives are being meet as pertains to the estate planning or charitable needs.
February 26, 2023
Provide advisory services to clients on estate tax planning, wealth and business succession planning, charitable planning, trust tax planning and assist in the preparation of estate documents.
April 05, 2023
Build and develop estate planning services department.
May 01, 2023
Document client interactions and client related workflows in client relationship management system.
May 07, 2023
Marketing, social media projects and community events for firm.
May 09, 2023