Estate Planning & Administration

Consult with your attorney and accountant to develop an effective estate plan which meets your dispositive objectives, while reducing taxes and maximizing the wealth available to your heirs.

Consider unique estate planning techniques to achieve goals such as:

  • Implementing charitable giving intentions, providing for a child with special needs, managing illiquid, closely held businesses, or managing the orderly liquidation of a large block of publicly traded stock.
  • Periodic review of your estate planning documents to assure their feasibility in light of periodic changes in the federal estate tax laws.

Estate Administration:

  • Collect, appraise or determine valuation of all estate assets.
  • Prepare and file inventory of all estate assets.
  • Manage the investment securities held by the estate during the term of administration.
  • Determine the advisability of making a state inheritance tax payment at discount.
  • Distribute specific bequests of tangible personal property, cash or real estate.
  • Prepare and file federal estate tax return and state inheritance tax return.
  • Determine appropriate tax elections for QTIP, generation skipping and other purposes.
  • Prepare and file final accounting of the estate’s administration.