Ensure any estate or trust you are involved with is administered in a timely and efficient manner.
Many professionals—lawyers, CPAs, financial planners, charities, stockbrokers, and insurance salespeople—offer estate planning services. But many of them lack genuine knowledge or experience with estate administration. We have the expertise to make this difficult time less overwhelming.
Our partners have legal, tax and accounting backgrounds to provide comprehensive guidance.
The tax issues and other decisions involved in an estate are often overwhelming, especially during what is often a difficult time. We will help simplify the process and help you evaluate your options.
We have drafted wills and trusts, handled probates, prepared estate tax and fiduciary income tax returns, and have assisted hundreds of personal representatives and trustees with managing a family member’s estate or trust.
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...
How’s the Market Doing? It Depends. A simple and innocent question greeted with the most unsatisfying and noncommittal answer possible. Sorry. But it’s true. It depends on the market in question –...
Our partners will provide you with clarity and peace of mind throughout the estate administration process.