Many people think estate planning is as simple as choosing “who gets what.” Usually, though, there are a number of other things to take into consideration, such as taxes, asset valuation, accounting and more. We support your representatives and ensure your wishes are followed by providing a variety of services, including:

• Serving as trustee and personal representative/executor, if desired
• Consolidating and transferring assets
• Reviewing financial documents, including tax returns
• Managing the household and performing care assessments
• Administering trusts