Helping You Preserve Your Wealth and Assets
The Dolence Advisors team specializes in estate, trust, and tax administration and planning. Our expert team, including a professional trustee, offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals.
Effective estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations. Our firm can work with you and, in conjunction with your attorney, to ensure that you have a sound plan in place to address your goals and wishes in respect to your estate.
In addition, our team can provide trust accounting services and prepare gift tax returns, giving you peace of mind that every details of your financial affairs are being handled professionally.
Let our estate and trust experts help you! Contact us today.
...and get what you need, when and where you need it!