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As families grow and lives
become more complex, our clients face some issues beyond the scope
of our services. We have compiled the following additional resources
to help address these important concerns.
Libby O'Brien Kingsley and Champion, LLC
Within the office space of our family business is the law firm of another family
member, Gail P. Kingsley. Attorney Kingsley specializes in trust and estate law
to help clients plan for the tax situations after death. She can also assist
in various other matters as well.
Financial
Planners
As an individual’s wealth grows they may need further advice on their overall
financial situation in order to plan for future goals. Certified Financial Planners
have expertise in this area and also have the ability to assist clients in other
areas such as locating the appropriate money manager or insurance agent. We have
relationships with several financial planners that have given quality service
to existing clients.
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