Once the probate estate has been opened with the court, the next step is to establish the date of death values for assets. Most states require inventory of the decedent’s assets to be filed. Assets include real estate, personal effects including jewelry, artwork, and collectibles. If the estate is taxable, then value must be established for non-probate assets. We work with professional appraisers and other experts to help you submit accurate documentation.

When a traditional IRA is transferred into an inherited IRA, it is sometimes referred to as a beneficiary distribution account. There is a special set of tax rules that determines how and when you may take annual distributions. The rules vary based on whether you are a spouse or a non-spouse. There is considerable flexibility and control over how and when to receive inherited assets. We are here to help you fully understand your options so you can make the decision that is best for your overall financial plan.

Probate is the legal process of administering a person’s estate after their passing, including validating the will, paying debts, and distributing assets. Without proper guidance, probate can become time-consuming and confusing for families. Our firm helps simplify the process, ensuring all legal requirements are met efficiently and with care. Let us guide you through each step so you can focus on what matters most.

Trust administration involves managing and distributing assets held in a trust according to its terms. Trustees have important legal and financial responsibilities that must be handled correctly to avoid delays or disputes. We assist trustees in navigating these duties, from asset management to final distribution. With experienced guidance, you can fulfill your role with confidence and clarity.

Beneficiaries have the right to receive information, timely distributions, and fair treatment during the administration of an estate or trust. Unfortunately, this process does not always go as it should. We represent beneficiaries to help protect their interests, ensure transparency, and address any concerns that arise. Our goal is to help you understand your rights and receive what you are entitled to.

Disputes can arise when there are questions about a will, trust, or the actions of a fiduciary. Estate litigation may involve contested wills, breaches of fiduciary duty, or disagreements among family members. These matters can be complex and emotionally charged. Our firm provides experienced representation to resolve disputes efficiently while protecting your interests every step of the way.