Post-Mortem Planning

While “planning after the fact” may sound oxymoronic, there are, in fact, numerous steps that may be taken in the aftermath of one’s death to minimize both the income and transfer taxes that are then applicable.  We are careful in our estate administration process to engage post-mortem planning to maximize the opportunities afforded by the “pre-planning” that was done and to supplement or even correct deficiencies where the estate plan was incomplete.