At Ain Whitehead LLP, we act as a Trusted Advisor to many individuals and generations of families. We work as a team with clients and their financial advisors, accountants, and insurance agents to prepare a personalized and comprehensive estate plan. Every individual is unique. As a result, each individual requires a customized estate plan, regardless of age or the value of one’s estate. A proper plan can help to minimize payment of taxes, minimize government involvement, ensure your estate goes to your family, and that custodial decisions for minor children are finalized. We assist with planning in the event of death or incapacity.
At Ain Whitehead LLP we will complete a thorough review of each client’s family and financial circumstances, discuss each client’s estate planning goals and values, and create a customized estate plan that reflects such review.
We can assist by reviewing and preparing:
We assist estate trustees (executors) with the administration of an estate after the death of an individual. The loss of a loved one can be overwhelming, and is often accompanied by periods of grief, confusion, and pure exhaustion. During this difficult time, we help to provide estate trustees with the trusted advice and guidance required to make it through the administration process.
We assist with all aspects of an estate administration, including: