Probate, Trust and Estate Settlements
Has a loved one passed away recently? Not sure what to do now? We can help. Whether your loved one had only a few assets or a large estate, we can guide you through the process to deal with their financial affairs according to their wishes. We will review any testamentary documents and advise you on the meaning and legal effect, including and responsibilities you may have as a the person in charge of the estate, and any rights you may have as an heir or beneficiary. We will assist you with the marshaling of assets, changing of title to assets, valuations and distributions, along with any tax issues that may arise.