Estate Planning & Administration

It is never too early to assist your loved ones by providing clear instructions as to how you want your affairs to be handled in the event of your passing and to make sure the possessions and assets you leave behind get to where you want them to go with the minimum tax impact.  It is also important to be prepared should you become incapacitated and need a family member or friend to act on your behalf through a Power of Attorney. 

Likewise, when you have lost a friend or family member, you may find that you have been named as the executor of that person’s estate and you may have questions as to what your obligations are in that capacity, or you may have been named as a beneficiary and simply have questions as to how that person’s estate will be administered. 

At Durney Worthington & Madden, we have the experience and expertise to assist you in preparing an estate plan that best suits your asset picture and your wishes for disposition of those assets.  We also devote a significant portion of our practice to assisting executors and beneficiaries in understanding their roles in the administration of a decedent’s estate.  Whether you are interested in planning your estate, need guidance in fulfilling your duties as an estate administrator, or need to know what to expect as a beneficiary of a will, please take the time to contact us to learn how we may be able to assist you.