When someone passes……………
Rarely does the rest of this thought finish with a positive sentiment. Things don’t need to be worse with the complications of a poorly handled administration of your loved one’s affairs.
When someone dies, their estate should be effectively and properly administered to address
- disputes or misunderstandings among heirs
- subsequent ownership claims
- tax considerations
- creditor items
- avoidance unnecessary costs
Certain tax filings, disclaimers and other elections must be registered within 9 months of death. Even with smaller estates, typically assets must be discovered and transferred, tax returns must be filed, creditors must be notified, along with many other housekeeping-type tasks.
Jim Marino can lead you to settle the estate with all issues resolved, liability exposure covered and the will of the decedent fulfilled.