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CFSG can remove the liability associated with these responsibilities; don't hesitate to meet with us to discuss these services in more detail.
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A trustee of a trust and an executor or administrator of an estate can typically hire a professional firm to help with a variety of duties and responsibilities. We can act under a simple Agency Agreement to provide such services as investment management, record keeping, trust reporting and distributions and general administrative functions.
We also provide these services for guardians. CFSG can remove the liability associated with these responsibilities; don't hesitate to meet with us to discuss these services in more detail.
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Estate, Tax and Financial Planning