Control and optimize how your property and wealth are passed on to your loved ones with our experience and advice. We will guide you through the process and prepare the necessary documents to ensure that your assets are handled according to your wishes while being mindful of areas of potential risk and tax exposure. We will also ensure that your preferences are captured with regard to your preferred fiduciaries, assets, health care decisions, and certain personal affairs in the event of your future incapacity, making a burdensome court proceeding unnecessary in order to allow the management of your personal and financial affairs to continue with safety and security.
Put your mind at ease knowing that your loved one's assets, testamentary goals and legacy are in good hands. We will assist with settling your loved one's estate including but not limited to providing the necessary notices and filings for the will and trust, marshaling and allocating assets of the estate, resolving any debts and taxes, and distributing your assets to the trust beneficiaries, all while protecting the trustee.
In the absence of a trust, allow us to assist you in navigating your way through the probate court process. We will advise you and help execute the necessary steps to take in order to settle estate affairs through probate court, and guide you through alternative options to court where available by drawing on our experience and expertise.
PROPERTY TAX PLANNING
Avoid paying higher property taxes than necessary when transferring real estate. We will assist in the smooth transfer of real estate to your children or loved ones without incurring avoidable increases to your property tax bill or reassessment.
CONSERVATORSHIPS AND COURT-SUPERVISED TRUSTS
Experience in representing conservators and trustees allows us to guide our private professional fiduciary clients in fulfilling their fiduciary obligations to one in need of additional support managing finances and health care, bringing them security from opportunities and a better quality of life.