The loss of a close family member is one of the most stressful times of a person’s life.
Often, that individual was the glue that held the family together and resolved differences. Ideally the deceased adequately prepared his or her affairs to minimize uncertainly and conflict. However, often these steps were not taken, and long-simmering differences erupt.
We guide the families of long-term clients, executors of deceased individuals we have never met, and those in between, through the many issues and steps of administering an individual’s estate. Our team, with extensive experience at all levels, leads executors and administrators through the probate process; addresses necessary estate, income, and generation-skipping tax issues to minimize tax liabilities; attends to cash flow concerns of beneficiaries; and ensures that the decedent’s assets pass to his or her specified beneficiaries.
Most importantly, in an area that involves often contentious family and business dynamics, we take a caring, methodical approach to our work that ensures we pay close attention to detail and keep emotion out of the processes on our end. This strategy avoids heated fights and distractions and leads to better outcomes for our clients.