Legal and tax work is
often required after a death. Probate Court filings are usually necessary,
although they can be minimized through proper planning. Although
there have been some recent favorable changes in state and federal
estate tax laws, many estates are large enough to require estate
tax returns to be filed and taxes paid within nine months after a
Opportunities for families to minimize estate tax burdens exist.
Our combined experiences in this field and tax law expertise make
us especially qualified to handle these matters.
Proper administration of a trust following the donor’s death
assures that the maximum amount of property passes to the beneficiaries
with a minimum of taxes.
After-death tax and legal requirements can be burdensome and confusing
to grieving loved ones. We can help by handling the details efficiently