Estate Planning

Estate planning is a chore that many people would rather postpone. We encourage you not to wait. Contact us and we will guide you through the planning process.

We’ll help you address important issues such as the care of your loved ones upon your death or incapacity, assigning your assets to the beneficiaries of your choosing, and minimizing estate taxes. We’ll work with your attorney or offer you referrals to highly qualified professionals. We are familiar with you, your family, and your assets, so consider Alten Sakai a vital element in the development of your estate plan, which may include:

• Gift planning
• Succession planning
• Determining the size and taxability of your estate
• Financial planning
• Charitable giving

Estate Administration

Estate administration begins after a family member or friend has passed away. We understand that losing a loved one is an emotional and difficult time, and that settling the affairs of the decedent can be burdensome and confusing. We have the patience and experience to help you through the administration process which can include the following:

• Gathering information to summarize the decedent’s assets and debts
• Preparing the federal estate tax return and the applicable state returns
• Preparing the decedent’s final income tax return
• Preparing the decedent’s estate income tax return
• Determining the distribution of estate assets
• Preparing applications to transfer the decedent’s retirement accounts and collect life insurance benefits
• Post-mortem estate planning
• Assisting in the funding of a testamentary trust