Will
The beginning document in the estate planning process. A will allows you, not the state, to
decide who receives your property at your death. In addition, with a will you can chose
guardians for your minor children and determine who manages your estate after you pass
away.
Trusts
Have many different purposes. From probate avoidance to creditor protection, we can
design a plan using trusts that will help you accomplish your goals.
Health Care Documents
We will work with you to designate your health care agent in the event you are unable to
make your own health care decisions. We will also prepare a HIPAA release and ensure that
your end-of-life health care decisions are honored.
Financial Power of Attorney
This document allows your designated agent to handle legal, tax and financial matters if
you cannot.
Probate
The loss of a loved one is always a challenging and emotional situation that results in legal,
personal, tax and other issues. We can guide you through the process and help reduce the
anxiety and time it takes to close out the estate.
Long Term Care Planning
Did you know that 70% of the adults that reach age 65 will need some form of long-term
care? The average monthly fee in a long-term care facility is $10,000 per month. Have you
and your family planned for such a financial setback? We can develop and execute plans
that will help offset or even eliminate the cost of this type of care.
Special Needs Trusts
We have experience in setting up Special Needs Trusts. This legal arrangement is designed to
benefit individuals with disabilities while preserving their eligibility for public assistance
programs like Social Security and Medicaid.