Our estate-settlement services can lighten the burden when a loved one has passed.
After the passing of a loved one, the many tasks of settling an estate can be daunting, whether you’re an executor, a trustee or simply a bereaved family member. Even the best-planned estate or best-designed trust usually requires professional service to bring about an efficient and cost-effective transfer of assets that meets the needs of heirs and beneficiaries while satisfying the reporting requirements of federal and state tax authorities. And many estates or trusts have not been structured optimally and kept fully up to date.
A professionally managed estate settlement or trust administration will enable heirs and beneficiaries to maintain or quickly gain access to assets. Larry Berren and his team can guide you, taking charge of as much of the process as you’re comfortable with.
• Timely collection, valuation and distribution of assets
• Professional, experienced asset administration
• Valuation, management and disposition of closely held business interests
• Federal and state estate tax return preparation
• Any related services that help our clients and their families
