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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

Trust

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@timothyrobertsllc.com | (734) 256-7234