Post Death Planning

We provide post death planning, including, but not limited to, the following:

  • Post Death Trust Reformation
  • Post Death Sub-trust Creation and Funding
  • Disclaimers
  • Income Tax Elections
  • Estate Tax Elections
  • Marital Deduction Elections
  • Payment of Federal Estate Tax
  • Employee Benefits and IRA Benefits
  • Generation Skipping
  • Trust and Estate Distributions