Estate Services

Estate Services

The loss of a loved one can be traumatic and overwhelming enough without having the added burden of settling the Estate. Planning is the key to protecting and preserving your hard-earned Assets. We work with knowledgeable attorneys to help you start the process of drawing up a Will, and Revocable Trusts or other trusts that will protect assets from the IRS.  But perhaps your folks just passed away and you have no idea what to do, or what’s been set up.  We have expertise in this arena to help you navigate through all the requirements. We can obtain an EIN for your trust if there was one previously set up.  We can settle the final returns and do all the accounting for the required State forms if there was no planning which means the estate must go through Probate. With proper planning you can avoid the costly, time consuming process of Probate.