A time comes in everyone’s life when it is necessary to prepare a Will. This is your first step in Estate Planning.
In addition to a Will, we recommend the simultaneous preparation of a Power of Attorney and a Health Care Directive (Living Will). All of these documents will protect your assets, as well as provide for your family and loved ones, should anything happen to you.
Our firm can provide the expertise to guide you through these most important decisions.
In addition to these basic documents that everyone needs, some situations require more sophisticated planning. Depending on your circumstances and assets, you may need to set up various types of trusts or plan for tax consequences on your estate. We can provide guidance on the changes in the tax code that may impact your estate.
We can also assist in Estate Administration for the executor of the Estate. We advised executors on the proper way to handle the estate including the probating of the Will, and liquidating and transferring assets. Thereafter we prepare all tax filings and accountings to properly close out the estate.