DEALING WITH THE DEATH OF A LOVED ONE

Every family faces a unique set of challenges on the death of a loved one.  Some things, however, are universal – pain, grief, sense of loss, and confusion.

Brown, Lacallade & Lange, P.C. is here to help.  We provide a full-service approach to estate administration that minimizes headaches, transfers assets as quickly as possible, ensures the right choices are made at every crossroad, and that all legal requirements are satisfied within the legal deadlines.  All of this is done with love and compassion during a difficult time.

We are particularly good at helping keep families together during a time that can sometimes pull families apart.

It is vitally important for you to have legal counsel at this time.  Decisions that seem innocent and are taken in good faith by survivors often have unfortunate, avoidable, irreversible tax consequences.  Therefore, until you get competent legal advise, after the death of a loved one DO NOT

• Move any of your loved one’s assets out of any bank or brokerage accounts,
• Make any claim for any death benefits or insurance proceeds, or
• Make any changes to your loved one’s IRA, 401(k), 403(b) or other retirement accounts.

Depending on the facts in your case, your loved one’s estate may need to go through probate.  We can only determine that after consulting with you and gathering all the facts.

If your loved one had a trust, it will need to be administered.

In any event, if you engage us to help you, we will be with you every step of the way.

CLICK HERE to contact us so we can meet with you as soon as possible.  It is best to have your initial meeting with us within a week after your loved one’s death.

If your loved one had a Brown, Lacallade and Lange, P.C. Family Wealth Plan, please mention that.  We promised your loved one that we would be there for you when your loved one could not be and we will be honored to assist you with the plan’s administration.