Taxes and financial documents can feel like a foreign language. We can help look at the financial pieces, decipher the jargon, and clarify how it applies to you. Attorneys are great at navigating the legal piece but financial opportunities can be missed without the benefit of a financial advisor being included in the mix.
Too often we see a client or their attorney offering to trade away an asset that may have hidden value without realizing the implications. You don’t want to minimize the importance of a seemingly small financial detail now that can make a difference of tens of thousands of dollars later.