Fifth Monroe PLLC
Fifth Monroe PLLC
SERVICES
Fifth Monroe PLLC is a boutique law firm focused on estate planning and administration. We strive to provide you with the quality you would expect from the largest of law firms, but with a direct, personal experience.
Estate Planning
We provide a full suite of services relating to estate planning, whether you need complex estate and gift tax planning, charitable planning, cabin trusts, or a simple will after you have had your first child. Our approach is to provide as much flexibility in your documents as possible to avoid the need to update them whenever the tax laws or your financial or personal situation may change. We also will work closely with your accountant and financial advisor, if any, to ensure that you have a fully coordinated estate plan that appropriately accounts for life insurance benefits, retirement account assets, title to real property, and any other assets that is not typically governed by your will or revocable trust agreement.
Estate Administration
We can guide you through the process of administering an estate after a loved one passes away, whether you merely need to transfer title to assets, or whether you need to prepare federal or state estate tax returns, file final individual and fiduciary income tax returns, have assets appraised, deal with creditors, or any other issues that arise in the administration of an estate. In sum, our goal is to relieve you of the legal tasks and complexities involved after one's death so that you can focus your time and energy on your family during the difficult period following a loved one's death.
Trustee Consulting
If you are serving as an individual or corporate trustee, we can advise you regarding your fiduciary duties, including your tax responsibilities, investment duties, how to consider and respond to distribution requests, and any other matter of trust administration.
