Estate & Trust Planning ~
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- ESTATE PLANNING - review of
current wills, trusts, and estate plans; development of strategies to
accomplish client goals and objectives including estate tax planning,
gifting, trusts, and other strategies designed to preserve estate
values and minimize estate taxes.
JMA
will assist with the interim operation and continuation of business
interests as well as management of investments held in estates and
trusts during and after the estate administration periods.
Note:
Legal documents prepared in conjunction with the above services are
prepared by outside legal counsel by special arrangement. Fees are
determined by scope of services to be performed and are quoted in
advance.
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Executorship Advisory Services ~
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- JMA is available to serve as an advisor to Executors of estates and is experienced in dealing with multiple aspects of estate administration, as well as, the demanding duties of Executors in managing complex estates.
- JMA acts impartially in the interest of all parties involved.
Duties of an Executor –
- Preparation of the Estate Inventory
- Application for Probate
- Collection of any monies due
- Payment of any outstanding debts and expenses
- Preparation of tax returns for the Deceased and The Estate
- Interim Management of Estate Assets
- Transfer of Estate Assets to the Beneficiaries according to the directions of the Will
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