Estate Planning & Estate Administration
Estate Planning
We recommend that everyone have an estate plan, regardless of their age or particular financial situation. The typical estate plan includes a will, power of attorney, and a living will (also known as an advance medical directive). Sometimes a trust makes sense to accomplish certain particular estate planning goals. Before making any suggestions to you, we want to speak with you about your goals, objectives, and concerns and make sure we completely understand your wishes
Estate Administration
Losing a loved one is never easy. When you are tasked with settling their affairs while in the middle of grieving, it can be overwhelming. If you have lost a loved one we stand ready to guide you through this difficult process. We will evaluate your situation and advise you whether you need to open a probate estate or not. Likewise, we can review and advise you regarding any debt which might or might not have to be paid and also review which assets are subject to inheritance tax. We can also make sure you don't miss any filing deadlines and tell you how to obtain a discount on inheritance tax.
