Get your Copy of Legal Matters: When a Loved One Dies


NOTHING CAN BE MORE STRESSFUL AND HEARTBREAKING THAN THE LOSS OF A LOVED ONE

It is never easy losing somebody that you love. Even worse, when a spouse, father, mother, or other loved one dies, there are legal matters to take care of. The attorney tells you that a probate may be necessary, or if a revocable living trust is in place, there will be trust administration matters to tend to.

The CPA wants to speak to you about tax strategies while your financial advisor has IRA required minimum distribution, capital gain, and asset reallocation issues that she wants to implement.

It’s all so overwhelming—especially during a time of great stress.

Where do you turn?

Who should you trust?

What about the bills that have to be paid?

It’s enough to make even the strongest-willed person want to crawl into bed and pull the covers tight over one’s head.

That’s where this book comes in. My name is Craig R. Hersch and I’m a Florida Bar Board Certified Wills, Trusts, & Estates attorney whose principal office is in Fort Myers, Florida. I also happen to be a licensed Florida CPA, and a founding shareholder and board member of a local private trust company.

Legal Matters When a Loved One Dies