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Estate Planning and Administration

Effective estate and gift planning facilitates the transfer of assets to your beneficiaries, provides security for surviving spouse and can reduce or eliminate the tax due on the transfer of your business or other assets. We can assist you in planning your estate and the complex process of getting your affairs in order.

If you are currently involved in settling an estate - you are aware of what a daunting task it can be. You will need the services of a competent attorney who can help you prepare the legal filings and guide you in your duties as Executor. We can recommend attorneys to you we have worked with in the past and have had good experience with.

If you need assistance actually carrying out the duties of Executor, we have personal experience in that role and can assist you in completing the necessary tasks. This includes notifications to banks, insurance companies, government agencies, and former employers. We can also help you determine the value of assets in the estate and/or direct you to qualified appraisers as needed. We also have established relationships with companies who can help you dispose of furnishings and even real estate as needed.

There are also a number of tax filings that may be required with both Federal and State governments that we can prepare for your signature.

Do not let yourself be overwhelmed during this difficult time - we can assist you in this process!