Probate is the process by which the courts distribute your assets after you have passed away. It is a long and complicated process, one made all the more difficult by the fact that your family is grieving. Ilene can guide your loved ones through the process with sensitivity and compassion; all the while making sure the maximum possible amount of your assets are preserved for your family by minimizing the amount lost to fees and taxes.
Probate administration services include:
- Helping you select the proper representative
- Preparation and filing of all necessary probate court documents
- Representation in all probate and tax court proceedings
- Income tax planning for your estate
- Defense against challenges to your will or trust
- Resolution of disputes among your beneficiaries or between your beneficiaries and the executor
- Postmortem planning
- Review of all federal and state tax returns
- Review of all federal and state fiduciary income tax returns
Or Ilene can show you how to avoid probate entirely! See Estate Planning page
Work With Us
Contact us for more information on estate planning, probate services, business planning, and tax planning.