Probate & Estate Administration
We realize that the last thing on your mind after the devastating loss of a loved one is scheduling an appointment with a lawyer.
Even though you might not be up to this for many months, it is vitally important that you get some advice right away. Of immediate legal concern is notifying the Social Security Administration of a death.
Executors and beneficiaries must then inform themselves of common pitfalls that can have adverse tax consequences for the family.
If you have had a recent loss, call us for a courtesy phone consultation during which we will advise you on the “do’s and dont’s” of “Post Mortem Planning.”