Probate & Estates

Probate & Administration

The loss of a loved one is a very difficult period. It is especially difficult when you are asked to begin making financial and legal decisions. This is especially true for the surviving spouse who had little or no involvement in the financial matters of the family. It is stressful on the children if they are just hearing about the family’s plan for the first time or learning that no planning was put into place.

VinceLegal’s probate services include:

  • Determining the surviving spouse’s immediate needs—and ensuring they are met
  • Reviewing and communicating the terms of the decedent’s will and/or trusts
  • Advising and guiding personal representatives (executors) and trustees of the estate regarding their duties and applicable laws related to their positions
  • Inventorying the estate
  • Advising with respect to any challenges to the decedent’s will or trust
  • Preparing and filing all necessary probate court documents
  • Handling claims against the estate
  • Obtaining Tax ID numbers and retitling assets, if necessary
  • Advising with respect to any disputes among estate beneficiaries or between beneficiaries and the executor
  • Providing postmortem tax planning, including effective use of tax elections and disclaimers
  • Overseeing distributions to the beneficiaries, including the special concerns of distributions to minors
  • Preparing estate tax and income tax returns for the estate
  • Coordinating tax work with your CPA on all tax matters
  • Bringing closure to the process for everyone involved

Wills & Trusts

An essential reason to create an estate plan is to pass on your values and beliefs. Good estate planning should include far more than just passing on items and wealth. We ensure that your values and objectives will be the central theme of your overall planning strategy, and that a solid plan is put into place that aligns with your desires and your family’s needs. VinceLegal is dedicated to providing all of the answers to your hardest questions, while leaving you in control of your property while you are alive.

Overall, we want our clients to know that we are here to take care of them. We counsel our clients on ways to accomplish their many and diverse goals including:

  • Ensuring that a surviving spouse has the ability to maintain his or her lifestyle with the fewest restrictions
  • Implementing a disability plan that relies on more than just a general durable power of attorney
  • Minimizing potential family conflicts regarding decisions about health care and property distributions
  • Ensuring your children are raised by your choice of guardian
  • Protecting a surviving spouse from creditors, divorce, lawsuits, judgments, or themselves if they become disabled
  • Protecting a child’s inheritance from divorce, creditors, and “sudden wealth syndrome”
  • Protecting clients’ special needs children
  • Avoiding unnecessary costs, delays, and loss of privacy associated with probate
  • Leaving a charitable legacy
  • Reducing or eliminating estate taxes
  • Planning for the future of the family business
  • Planning for Medicaid qualification and application for elderly clients and their families