Probate, Estates & Trusts
Although thinking about death is difficult, one must give careful consideration to the distribution of his or her assets. The preservation and disposition of one’s wealth is unique to each individual, depending on the goals to be achieved.
We construct estate plans specific to your needs and administer your estate upon one’s death. We understand the importance of this process to you and your family.
Trust & Estate Planning
We advise clients on the protection and distribution of their assets both during life and upon death. This includes estate and trust planning to avoid or minimize estate taxes, and to properly provide for intended beneficiaries.
Administration
We handle all aspects of trust and estate administration including:
1. Estate Beneficiary representation
2. Personal Representative/ Executor Representation
3. Probate Court Filings
4. Asset Transfers
5. Estate and Trust Income Tax Returns
6. Preparation of Accounting for Estates and Trusts
7. Gift Tax Returns
8. Decedent's Final Income Tax Returns
