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.
The marshalling and identification of all of your loved one’s assets. This includes those owned individually, in trust, or in joint name with someone else. Implementation of new tax cost basis and discussion of prudent asset management during the course of the administration with members of your financial team.
An overview of the legal, tax and financial road that we will travel together following the loss of your loved one. The initial process of The Estate Settlement Program™ will allow you to get familiar with your role and responsibilities when completing the estate settlement.