Our fundamental goal is to help clients protect their families and their assets. Through the estate planning process, we help clients organize their affairs and prepare for the future. With our guidance, clients are able to select appropriate family members, friends and trusted advisors to serve in various capacities under their estate plan documents. Clients learn about the value and functions of various kinds of trusts, including estate tax reduction, asset protection for their loved ones, and the preservation of family privacy. When a death occurs, surviving family members who are dealing with a profound sense of loss are often overwhelmed by the financial and legal affairs of their deceased family member. We guide families through each step of the administrative process, addressing both probate and non-probate issues.
Trusts
The process of transferring assets to surviving family members upon the death of an individual is an administration. Family members may be required to administer the decedent’s probate estate or the decedent’s living trust. Family members are guided in the following matters during the course of an administration...