We are happy to come out and talk with you about any needs you might have and explain our services in detail. The initial visit is free, so please call us to set up a convenient appointment.
Disclaimer: Arthur C. Passante /Palm Desert Fiduciary Services are not attorneys, accountants, tax advisors nor financial estate planners. The information supplied herein is for informational/educational purposes only. We are happy to answer your questions regarding the fiduciary services we offer but specific questions regarding the setting up a trust, estate financial planning, investment strategies or tax issues should be directed to your attorney and/or financial planner/CPA.