Taxable estates, public and S Corporations, LLCs, partnerships, farming operations, commercial and residential real property, client-owned multi-state and international assets, and ongoing business interests are the mainstay of our executive fiduciary services.

Executive professional fiduciary services are the hallmark of this firm and describe the delivery and execution of our services. Clients and their families expect and deserve professional management of a loved one's estate assets, including prompt administration upon death or incapacity, adherence to legal inheritance procedures, and prompt distribution to heirs. Caring and compassionate supervision of a disabled or incapacitated individual's personal care is paramount.

​With offices in Lincoln and Tahoe City, CA, we are conveniently situated to serve clients in California's Northern Central Valley and the Truckee/Tahoe areas.