(888)254-3250
  • We are Specialists in:

    • Trust Administration
    • Trust & Estate Accounting
    • Probate Administration
    • Estate Settlement
    • Court Accountings
    • 1041/541 Tax Return Preparation
  • Estate Planning 101 Class

    Learn practical suggestions on how to find competent and ethical advisors and encourage tax-wise charitable giving.

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    To Learn more about Marguerite and Lorenz Fiduciary Services click here.