Principal
Patricia Garcia ("Patti") is President and Principal of Modern Fiduciary, Inc. Ms. Garcia is a California Licensed Professional Fiduciary with over 25 years of experience in the trusts and estates field. She has worked in the law firm setting in the estate planning, tax and probate field for most of her career, primarily assisting client Trustees and Executors with trust and estate administrations. Ms. Garcia provides professional fiduciary services by acting in the capacity as a Trustee, Executor, Conservator or Agent. In addition, Modern Fiduciary also provides consulting services, prepares probate and trust accountings, and prepares estate and gift tax returns.
Gain valuable insights from experts Jennifer McGibbons & Patricia Garcia on how to plan for the future, navigate estate administration & manage family dynamics. In this episode.