The friend people call when a parent dies — and they suddenly become trustee.
I'm a CPA with a Master of Science in Taxation, and I specialize in trust, estate, and gift taxation.
Weekend visits with friends kept turning into coffee conversations — about trusts, tax returns, deadlines, and the very real overwhelm of a job nobody prepared you for.
The Confident Trustee is that conversation — for the people who need it but don't happen to know me personally.
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