Estate Planning & Administration
Planning for the distribution of resources and personal property can be a difficult and emotionally charged task. PBLM has a comprehensive approach to estate planning and administration to help ease the burden and honor our client’s wishes.
Our approach includes:
- Reviewing wills, trusts, retirement plans, and other estate planning documents to ensure that they remain up to date
- Developing a strategy that fulfills your goals while preserving assets, reducing estate-tax liability and providing for sufficient liquidity
- Explaining different methods of property transfers, estate-tax rules, and the impact of the most current estate planning legislation and possible future changes in rules and regulations
- Collaborating with other team members - attorneys, investment advisors, appraisers, and insurance agents, among others- to ensure that every issue is properly addressed by the appropriate expert
Other Services Include
- Ensure property is properly titled so that the estate plan is effective
- Gifting to current family
- Consideration of Charitable Giving
- Succession planning for businesses
- Assisting in Estate and Trust Administration
- Reviewing documents to ensure that the estate goes to the beneficiaries that the client wants in the most effective tax way
- Consideration of a Special Needs Trust when needed for disabled beneficiaries
