When an individual passes away, there are various dynamics that should be addressed some of which can be planned for in advance. This is often times done in conjunction with an attorney as well as the individual’s tax and/or financial planner. It requires integral involvement with the surviving family members as well. Some of the processes include the following:

  • Immediately addressing funeral, burial and related arrangements and expenses
  • Reviewing and understanding previously signed estate planning documents
  • Responding to the orderly transition of a closely held business
  • Addressing the division or securing of personal effects
  • Identifying and securing real estate
  • Complying with tax requirements