When A Loved One Dies
Many costly and irreversible mistakes are made shortly after a loved one dies. Download our published article: What Happens When Your Spouse Dies? (.pdf).
We cost effectively direct our clients through the complex and confusing rules that govern banks, brokerage houses, real estate titles, safe deposit boxes, IRAs, 401(k)s, pensions, annuities and a myriad of other assets. We assist in the Probate Administration.
We simplify this process by explaining which accounts to close, and which accounts to leave open. Survivorship benefit elections and their tax consequences for retirement plans and IRAs are confusing at best. In short, our staff will evaluate and recommend choices that best suit each clients’ individual circumstances.
We recommend completing our Probate Planning Questionnaire (.pdf) for a more thorough consultation.
Call (248) 643-9530 or email firstname.lastname@example.org for a consultation.