Losing a loved one is difficult enough; the last thing your family needs is the added stress of making important financial and legal decisions while in mourning. At Robert M. Goldberg & Associates, we have the experience and compassion necessary to make the estate and trust administration process as efficient and stress-free as possible. We will guide your heirs with great sensitivity, and work closely with executors, personal representatives, trustees and other fiduciaries through the court involved probate process from start to finish to ensure your wishes are carried out.
If you have been appointed as a successor trustee, we can help you understand and mitigate the risks of the personal liability you’ve undertaken by accepting to act as trustee. We can also walk you through your duties and responsibilities regarding statutory notice requirements, distribution to beneficiaries, payment of expenses, compliance with the prudent investor rule, income and estate tax consequences and elections, and accounting to the beneficiaries and/or court where required.