Other Services
We work with outside professionals including tax advisers and attorneys. Those relationships include:
Taxes*
Our outside CPA relationships can assist you in various personal and business taxes and other accounting needs.
Real Estate*
Our outside real estate attorney works with individuals on their real estate needs.
Estate Settlement
Our firm, Executive and Estate Planners II, can also assist you in settling an estate. In this difficult time, we will take the utmost care and swiftly resolve all matters of the estate. We pride ourselves on our versatility and can help you in all areas. We are here to assist you and view our clients as family, and you will be treated with care
*Executive and Estate Planners II does not provide tax or legal services. Such services are delivered through our network of outside, unaffiliated, professionals.