Module 6: Distributions

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May include both ongoing and necessary income distributions to the surviving spouse (if applicable) and/or other beneficiaries during the course of the administration. The distribution of specific bequests, including tangible personal property, and ultimate distribution of the estate/trust to the beneficiaries and/or establishment of continuing trusts for their benefit.

Module 5: Taxes

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The identification of any gift, estate and income tax returns that may be necessary to be filed, as well as planning for any IRA or 401(k) Required Minimum Distributions. Includes coordination with the CPA and financial advisors to minimize taxes and achieve family objectives.

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