Probate and estate administration
When you or a loved one dies, we can assist with all aspects of administering a decedent's estates and trusts, and implementing tax savings strategies that increase the net value of the inheritances received. We are also skilled in the preparation of estate income tax returns, federal and state estate tax returns, and planning for the orderly distribution of assets to estate and trust beneficiaries. Carrying out your wishes (or those of a loved one) so that the benefits intended are provide to the beneficiaries is our goal.
Our services include:
- Post death administration through probate proceedings and non-probate processes
- Preparation of estate and trust income tax returns
- Preparation of Federal and State estate tax returns
- Confirmation of cost-basis of inherited assets