Services
Trusted fiduciary services, delivered with clarity and care.
Trust Services
Bruce administers and oversees trusts on behalf of his clients to ensure their assets are handled responsibly, according to legal and ethical standards. The goal is to protect the assets, ensure proper distribution, and help clients achieve their financial, estate, or philanthropic goals.
He provides personalized, comprehensive trust administration of revocable, irrevocable, court-established, and special needs Trusts. His services aim to optimize tax benefits, prevent probate, and achieve long-term objectives. His professional offerings include:
- Asset collection and valuation
- Payment of expenses and distribution of assets as per trust directives
- Asset management
- Beneficiary accountings
- Collaboration with lawyers, CPAs, investment advisors, and other professionals on tax and estate planning
Executor Services
As the Executor of an estate, Bruce performs the necessary administrative, financial, and legal tasks to settle an estate according to a will. This includes filing the will with the court, gathering and protecting assets, paying debts and taxes, managing any estate businesses or real estate, and distributing remaining assets to beneficiaries with professionalism and integrity.
His role is to ease the burden on families while guiding the estate through a smooth and compliant settlement process, while exercising impartiality, financial expertise, and ability to provide continuity for the estate.
- Ensuring full compliance with state and federal laws
- Collecting and valuing estate assets
- Managing and preserving estate assets throughout the process
- Paying debts and expenses in a timely manner
- Preparing clear and accurate accountings for beneficiaries
- Coordinating tax reporting with CPAs and other professionals
- Distributing assets in accordance with the terms of the Will