
Transitional Planner
for Elderly & Widowed
Specializing in Trust & Trustee, Estate Planning & Advisory Services
Fiduciary and Trustee Advisory Services in California
HOLLYHOCK FIDUCIARY, INC. works primarily with our older generation. Most of our clients are in their sixties, seventies, and eighties. Many are widowed and several do not have children.
HOLLYHOCK FIDUCIARY, INC. specializes in transitional planning and we add clarity and understanding in difficult times. We welcome clients who are in life transition; who have experienced a major change that has altered their lives, such as the loss of a loved one. Many clients have recently experienced the loss of a spouse or whose loved one is ill and may have started the passing process.
HOLLYHOCK FIDUCIARY, INC. offers compassionate financial care and valuable resources to all individuals involved, and we work closely with the client's financial advisor, estate planning attorney, certified public accountant or tax professional and family members.
