Welcome
You’ve worked hard to build and preserve your wealth, and now it’s time to protect it for the future.
As a fiduciary, I go by many names: Trustee, Estate Administrator/Executor, Conservator, Attorney-in-Fact.
My singular concern is to ensure that my client’s needs are being met and their wishes respected. A fiduciary rarely acts alone, but is more like a producer on a movie set. They oversee a large network of resources that they pull together to create a larger whole that enhances their client’s lives. I work with financial advisors, CPAs, attorneys and care providers in order to provide the best possible service.
As a fiduciary, I go by many names: Trustee, Estate Administrator or Executor, Conservator, Attorney-in-Fact.
My singular concern is to ensure that my client’s needs are being met and their wishes respected. A fiduciary rarely acts alone, but is more like a producer on a movie set. They oversee a large network of resources that they pull together to create a larger whole that enhances their client’s lives. I work with financial advisors, CPAs, attorneys and care providers in order to provide the best possible service.
Since 2010, Turnstone Associates has been handling estates, trusts and conservatorships, from the straightforward to the litigious. Whether it’s overseeing large portfolios and properties, wading into the world of benefits and health insurance, or managing an elder’s care with as much dignity and freedom as possible, we provide steady solutions in volatile environments.
