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