Overview

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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9781502973740

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Craig R. Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney, CPA, and is a founding shareholder and director of a private trust company in Fort Myers, Florida. His unique background provides his clients valuable insight into the legal, tax and financial issues many families face when administering their loved one's estate. Mr. Hersch has extensive experience probating his clients wills and trusts, helping thousands of families since the inception of his law practice in 1989. He is the author of Common Cents Estate Planning, as well as a weekly estate planning column in a Sanibel Island newspaper. Hersch has also published several articles in professional journals, including The Practical Tax Lawyer, Estates & Trusts magazine and The Florida Bar Journal. He has been named a SuperLawyer every year since 2008 and has earned Martindale Hubbel's Preeminent AV Attorney rating, the highest attainable by the independent national attorney rating service. Hersch holds accounting and law degrees from the University of Florida, is married and has three daughters.

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