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Every financial plan should include estate planning. A well-designed estate plan can fulfill many objectives and purposes, whether tax related or non-tax related. More importantly, it provides peace of mind that your financial affairs are addressed the way you intended them to be. To that end, our team works with clients and their attorney, accountant and other advisors to decide how assets will be managed during life and for generations to come.

We also provide the experience to administer and settle estates and can serve as named executor, co-executor or agent for the executor.

Executor’s Responsibilities:

  • Abiding by the fiduciary standard – putting beneficiary’s interests first
  • Marshaling assets and preparing an inventory of personal property, arranging appraisals and estate sales
  • Working closely with your attorney and accountant to file court documents and tax returns
  • Paying funeral expenses, taxes, outstanding bills, and expenses of administering the estate
  • Collecting all debt owed to the decedent
  • Liquidating, transferring or continuing the preservation of income-producing real estate and business interests during estate administration
  • Special handling of artwork, collectibles, and antiques
  • Making distributions and providing for the needs of the survivors in accordance with the provisions of the will