Trust and estates
Who Needs Estate Planning? EVERYONE! Regardless of your net worth, marital status, age, or gender. Estate planning allows you to plan for incapacity and death.
We can also assist with the preparation of estate tax returns, trust funding, post-mortem planning, disclaimers, allocation of generation skipping exemptions, trust litigation and will contests.
When a decedent does not have a living trust, and assets pass by Will, or by state intestacy laws, a court probate administration will be required.
With the value of IRAs and pension plan accounts continuing to increase, there are a number of Planning Considerations we assist our clients in evaluating.