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The responsibilities involved in trust administration depend on the nature of the trust. However, in all cases, you need an experienced and reliable attorney who can ensure that your wishes are carried out exactly as you intend. This is especially important when setting up a trust for a special needs purpose or to make sure that your children receive the financial assistance they’ll need at designated milestones that you determine. CBJ can help with all aspects of trust administration.
You’ve worked hard to earn what you have. Proper estate planning can help keep your assets in the family and mitigate your tax liability. Additionally, you’ll want your heirs to reap the benefits of your hard work. CBJ can not only guide you through the process of estate planning, we can also craft the very instruments used to ensure that your heirs obtain the full benefits of your legacy.
Probate can be a difficult time for you and your family. CBJ can deal with the administrative difficulties and ensure proper distribution of assets to all heirs to make sure that everyone in the family is made whole, leaving you to focus on healing.
Everyone over the age of 18 should have a will, though it is estimated that only 1 in 7 Americans do. This is especially important for new parents, as a will typically asks you to assign a guardian in the event that you and your spouse were to pass. CBJ can help you capture all of your wishes in your will and make suggestions for caring for your children even when you are no longer able to.