Estate Planning & Administration

Estate Planning:

The Estate Planning & Administration Practice Group at Liff, Walsh & Simmons offers a full range of estate planning services with an emphasis on each client’s unique circumstances. Our attorneys work closely with individuals and families to ensure that their estate planning portfolios are carefully tailored to address their particular financial needs and family dynamics. We have extensive experience in utilizing a variety of estate planning tools to achieve our clients’ goals. Our attorneys regularly provide advice on tax reduction strategies, the use of life insurance, and succession of a family business.

Estate Administration:

Liff, Walsh & Simmons' attorneys are experienced in all aspects of estate administration. We work closely with our clients to guide them through the entire estate administration process. Our representation typically includes the opening of the decedent’s estate, obtaining necessary appraisals of assets, management and transfer of assets, assistance with the filing of state and federal tax returns, and the payment of any claims, debts, expenses or taxes. Our attorneys also assist with the coordination among the decedent’s professional advisors to ensure that the process is as efficient and stress free as possible.