Estate Planning

The time to discuss your family’s future is now. Planning and protecting your property and your wishes, Sher & Associates, P.C. assists you in developing and maintaining your wills and estate plan. Through careful review of all aspects of estate planning, we create the documents that will best serve your needs and ensure the proper conveyance of your property and wishes.

  • Preparation of Wills, Living Wills and Powers of Attorney
  • Revocable Living Trusts
  • Family Limited Partnerships
  • Special Needs Trusts
  • Charitable Remainder Trusts
  • Probate and Administration of Estates
  • Business Succession Planning
  • Guardianships
  • Pre-nuptial Agreements

 

Estate Administration

Our legal team routinely handles estates, working with executors throughout the entire process from compiling the estate assets to closure. In addition to handling all distributions, we prepare the necessary tax returns thus preventing any avoidable confusion and conflict.

  • Compilation of estate assets
  • Probate – administration of the assets that are in the descendant’s name alone, which do not have a beneficiary designation. Examples include cars, bank accounts, and homes.
  • Bill payment
  • Distribution
  • Filing of tax returns – estate and income tax
  • Other legal matters of the estate
  • Closure of the estate