Nothing can be more stressful and heartbreaking than the loss of a loved one. The grieving process leaves little room for major decisions that are thrust upon you. Attorneys ask you to sign legal papers and probate pleadings, CPAs present tax returns and financial advisors suggest portfolio adjustments. At this emotional and vulnerable time, these are the people that you least want to deal with, but you realize that the issues being raised will have a real economic effect on the rest of your life. Within these pages, renowned estate and trust attorney Craig R. Hersch explains the issues that families are likely to face and the steps they can take to navigate a successful legal, tax and financial outcome following a loved one's passing.
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