Estate Planning
Your family is your top priority. Planning for their future is ours.
What will happen to your family and your assets if you die or become incapacitated? Our Estate Planning workshops give you the information and knowledge you need to know the answers to those questions and make a plan that protects your legacy and takes care of those you love.
Without an estate or business succession plan, assets can be tied up in a lengthy probate process. Probate leaves loved ones and business partners struggling to pay bills, continue operations, all without direction from you. Planning now gives you and them peace of mind and avoids unnecessary future costs and difficulties. Our attorney will listen to you and help you tailor a strategy that is easy to understand and use.
Our Services Include:
Trust and Estate Planning
Business Succession Planning
Power of Attorney
Estate Tax Planning
Asset Protection
Advance Healthcare Directive
Wills, Trusts, and More
Medicaid Planning
Retirement Asset Planning
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What will happen to your family and your assets if you die or are no longer able to make legal and financial decisions? We’ll collaborate with you to answer these questions and organize solutions around your specific needs. Your estate plan may include a Will, Trust, Power of Attorney, Healthcare Power of Attorney and Advanced Healthcare Directive. These critical documents will determine how your assets are distributed, who will take care of your minor children, how your healthcare decisions are made, and what care you will be provided.
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Do you have a child or dependent with special needs that receives assistance from governmental programs such as Supplemental Security Income and Medicaid? If so, we can help you create a special needs trust that may be used to supplement services not covered by public funds and improve your child’s quality of life. Without a special needs trust, your dependent will be required to spend any inheritance or assets before becoming eligible for government benefits. If you have a dependent with special needs, we can help you plan for their future through a special needs trust.
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If you own assets or have debt in your name when you die, your estate will need to be administered through the court system to pay creditors and transfer assets to your beneficiaries. Title to property does not pass automatically to those named in a Will. Our attorneys will work with you to determine which type of estate administration is required and help you administer the estate.
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Our lawyers will work with you to understand your tax concerns and work with your accounting professional to craft estate and business plans that will help you minimize the amount of tax you or your estate will pay. Whether for financial privacy or to protect your assets from lawsuits, divorce or creditors, we can help you create a plan that will protect your assets. The time to put your asset protection plan together is before you need the protection.
DocuBank is an important service we offer our clients. A complete estate plan includes advance directives. These are documents that put you in control of your health care, even if you are unable to speak for yourself. They let you choose who should make medical decisions for you and the types of treatments you do and don’t want. Your advance directives are a gift to your family. Your loved ones may have to make difficult decisions on your behalf. These decisions can be stressful and lead to arguments. Your advance directives provide clarity and peace of mind for your loved ones during these tense moments.
Our firm will take care of this for you by providing a complimentary DocuBank membership with your estate plan. This unique service makes your advance directives instantly available 24/7, anywhere in the world.
