Estate planning is the process of planning for the efficient and effective transfer of your assets after death, considering the challenges of property, tax, and probate laws.
Trust Administration
Trust administration involves following the instructions of a trust after someone’s death to distribute the property and income of a trust to its beneficiaries giving due consideration to property, trust, and tax law.
Probate
Probate is a judicial (court) process of legally transferring a deceased person’s property, paying down bills and debts, and wrapping up that person’s affairs.
Business Succession
Business succession is the planning for the transition of a business to new owners, whether family members, key employees, or third party.
