ESTATES AND TRUSTS

Estate Planning and Administration

At our firm, we evaluate your assets and liabilities and formulate strategies to minimize the estate taxes you pay to the federal and state governments, while helping you maintain flexibility and control over your assets during your lifetime. We will cover strategies such as:

  • Lifetime gifting to family
  • Charitable giving
  • The use of trusts to minimize estate values or to avoid probate
  • The use life insurance to preserve the value of your estate

In the event of a death, our firm will help you or your loved ones administer the assets and liabilities of the deceased and establish proper valuations, arrange payment of outstanding liabilities and estate expenses, and assist in payment of the estate assets to the beneficiaries, in accordance with the deceased's last will and testament. We can also serve as the estate's executor, or as an advisor to the executor named in the will.

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks and Peachtree)

Join a scheduled video meeting with our staff.

Memberships

 

(201) 444-8800 phone • (201) 444-0299 fax