ESTATES, TRUSTS &
PROBATE ADMINISTRATION
We have gained the experience and expertise necessary to make the estate planning and probate administration process as seamless as possible. From the development of a will, power of attorney, advanced medical directive and several variations of trusts - we have the knowledge to customize a plan for your unique needs. Our team will work with everyone from individuals to corporate clients to ensure their families are protected and their long-term objectives are met in the most efficient and tax-effective manner. We design and implement a variety of estate and trust strategies to minimize tax and creditor risk, protect the privacy of our clients, and provide for an efficient transfer of wealth to intended heirs.
Wills
Power of Attorney
Medical Directive
Trusts
Probate Administration
ESTATE PLANNING
WILLS
A will is a legal document that sets forth your testamentary wishes regarding the distribution of your property, burial and funeral arrangements, as well as the care of any minor children. If you die without a will, those wishes may not be carried out. Without a will, your heirs may end up spending additional time, money, and emotional energy to settle your affairs after you're gone. Whether your affairs are simple or complex, we have the tools to provide you peace of mind.
POWER OF ATTORNEY
A power of attorney is a legal document giving a person the power to act for another person (the principal). The agent can have broad legal authority or limited authority to make legal decisions about the principal's property, finances, or medical care.
MEDICAL DIRECTIVE
Living wills and other advance directives are written, legal instructions regarding your preferences for medical care if you are unable to make decisions for yourself. Advance directives guide choices for doctors and caregivers if you're terminally ill, seriously injured, in a coma, or near the end of life. By planning ahead, you can get the medical care you want, avoid unnecessary suffering and relieve caregivers of decision-making burdens during moments of crisis or grief.
THE PROBATE PROCESS
APPLICATION TO THE COURT
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IDENTIFYING AND NOTIFYING CREDITORS
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LOCATING ASSETS & PAYING DEBTS
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PREPARING TAX RETURNS & DISTRIBUTING THE ESTATE
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FINAL ACCOUNTING & CLOSING OF THE ESTATE
The Final Accounting is the last step in the probate administration process. It helps to provide closure by examining and confirming several aspects of the estate including:
Inventory Assets and Values / Adjustments to Inventory
Income Earned by Estate after Date of Death
Disbursements
Assets Distributed
Assets Remaining to be Distributed