Our Philosophy

In addition to being a Certified Public Accountant, Attorney Daniel Glinert is licensed to practice law in Wisconsin, South Dakota, Florida, and Ontario (Canada). This combination of licensures allows our firm to provide you with the most advantageous trust and estate plans available.

For your convenience and to ensure that you take advantage of certain provisions in the tax code and relevant tax treaties, we also prepare individual, trust, and estate tax returns for our clients. This service is not only efficient, but it also gives us an opportunity to review your estate plan with you on an annual basis to ensure that it remains fit for purpose.

Finally, when necessary, our firm is ready, willing, and able to help you navigate through the Florida probate process.