The death of a spouse or family member is a vulnerable time. Going through the estate settlement process with unfamiliar professionals is scary and isolating. The foresight of establishing a relationship with a trustworthy fee-only advisor can provide a vital link of financial continuity.

When we accept a client, we see the relationship as a lifetime partnership and are committed to widows and widowers through even the worst of times. Even after the surviving spouse dies, we make ourselves available to the surviving family in aiding with the estate settlement if they desire our services.

We offer portfolio management for estate accounts waiting for distribution; aid in the paperwork required to open accounts and distribute assets; assist in making fair, even account divisions; and serve as an assistant in faithfully implementing the terms of the trust document or last will.

Getting Started as an Executor

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This is intended to be a brief overview of what you should do once you realize you are overseeing an estate.

Estate Settlement: Satisfying the Year of Death RMD

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The required IRA distribution in the year the account owner dies is called a Year of Death RMD.

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