Individuals serving as trustees engage our firm for assistance with trust administration, including monthly monitoring of the investments held in the trust, preparation of the annual accounting for the trust, and preparation and filing of the annual tax returns required for the trust.
When a loved one dies, a family member or trusted friend is often tasked with administering the estate. If a formal probate is required, the administration process will involve qualification of the executor, notices to the heirs and beneficiaries, and more.
Estate planning involves the creation of legal arrangements to preserve and protect your assets during life, and to pass your assets to your intended beneficiaries in an effective and efficient manner after death.
We have over 30 years of experience working with clients, helping them preserve and protect their assets and provide for their loved ones.
