Estate administration is the process of probating the estate of a decedent, which generally includes collecting, inventorying and appraising assets; paying and collecting debts; filing and paying estate taxes; and distributing any remaining assets to beneficiaries. Our experience in probate and estate administration can help simplify this complicated process.
After the death of a loved one, administrating a will may be the last thing on your mind. Nonetheless, it is important to begin the process of organizing the financial affairs of the decedent and determining his or her wishes with regard to property distribution. At Rodriguez and Fuentes, PC, our attorneys have more than 25 years of experience with probate and estate administration. We guide our clients through the entire probate process in addition to handling will contests.
Whether or not the decedent had a will, the person’s estate must be settled through the probate court. If there is a will, it will name a personal representative, or executor. Our attorneys represent the executor. We will guide the executor through the probate process by performing the following tasks: * Arrangement for probate of the will * Filing the required documents with the court * Representing the executor in court * Arranging for repayment of debt * Coordinating the distribution of property/assets according to the bequests made in the will
If a potential heir or beneficiary receives little or nothing in a will, or if the circumstances under which the will was written are suspicious, a dispute over the contents of the will and their validity may occur. If a will contest does occur, our attorneys have the experience and expertise to handle the matter respectfully and competently.
Wills and trusts are the fundamental building blocks of an estate plan. A well-assembled estate plan can offer you security and stability. Rodriguez and Fuentes, PC offers a full range of estate planning services, including the following:
- Succession planning: For business owners and stakeholders, a succession plan is necessary to ensure continuity.
- Tax planning: Skilled planning can maximize the value of your estate for heirs and beneficiaries by avoiding unnecessary taxation.
- Financial powers of attorney: Appointing a trusted representative may protect you from exploitation and mismanagement in the case that you become severely ill or incapacitated.
- Retirement plans: Proper planning can maximize the value of your savings.
- Life insurance: Leverage the benefits of life insurance by understanding how to best use this financial option.
- Gifts and charitable giving: Efficiently implement your wishes with regard to gifts and other charitable contributions.