Estate Planning
Let us help take care of your assets and provide peace of mind.
There are numerous documents you should have in place to help efficiently manage your assets at any time you are incapacitated or after your death.
Each of these documents serves a different role but combined they create your “estate plan” and provide directions to your family about your wishes.
Revocable Trusts
In many cases, an Estate Plan utilizing a Revocable Trust is recommended, which ensures that the assets in the trust are transferred without a probate court proceeding. In most instances, this takes less time, money, and stress for your family. In addition, probate court proceedings are public record, but your Revocable Trust is administered privately.
Irrevocable/Asset Protection Trusts
Provide additional protection for your assets, shielding them from creditors and certain legal claims while potentially offering tax advantages.
Last Will & Testament
Instruct probate court who shall receive your assets after your death.
Health Care Power of Attorney
Appoint an “Agent” to make your healthcare decisions, if you are unable to make your own healthcare decisions (e.g., unconscious, dementia).
Living Will
Clearly state your wishes regarding artificial means to keep you alive if doctors have determined you to be permanently unconscious or terminally ill and likely to pass away soon.
Durable Power of Attorney
Authorize a trusted person to handle financial or legal matters on your behalf, providing continuity and protection for your affairs.
Funeral Planning Authorization
Document your preferences regarding your funeral or memorial services in a Disposition Declaration, easing the burden on your family during a difficult time.
General Warranty Deeds
Protect your ownership interest when transferring property with this real estate planning tool.
Survivorship Deeds
Transfer your real estate without probate court involvement. Survivorship deeds are effective during life.
Transfer on Death Affidavits
Transfer your real estate without probate court involvement. Transfer on Death affidavits are effective only after the death of the owner.
Special Needs Trust
Ensure that loved ones with disabilities receive care and financial support without jeopardizing their eligibility for government benefits.
Medicaid Planning
Plan ahead to preserve assets while qualifying for Medicaid, ensuring access to necessary long-term care without unnecessary financial loss.
Get Started Today
Schedule Your Initial Consultation Today
When you meet with our team, we’ll take the time to understand your goals and outline the strongest options available. To speak with our attorneys or schedule your initial consultation, contact us today.
