SERVICES
Incapacity Planning
- Powers of Attorney
- Health Care Powers of Attorney
- Advance Directives (“Living Will”)
- HIPAA Authorizations
Elder Law
Focusing on Planning for the Issues that Plague Us as We Age- Incapacity Planning
- Long Term Care Planning
- Medicaid Planning (qualification and asset protection
- Avoiding Spousal Impoverishment
- Public Benefits Planning
- Long Term Care Insurance
- Veteran's Retirement Benefits (“Aid & Attendance”)
- Appointing Guardians and Conservators
- Special Needs Trusts
- Litigation Settlement Trusts
- Review Retirement Care Community Agreements
- Review Nursing Home Agreements
Estate Planning
- Wills
- Living Trusts
- Planning for Minor Children
- Planning for Children with Special Needs
- Planning for Blended Families
- Planning for Second Marriages
- Planning for “Non-Traditional” Couples
- Inheritance Protection and Beneficiary Controlled Trusts
- IRA and Retirement Planning Trusts
- Irrevocable Inheritor's Trusts
- "Dynasty" Trusts
- Irrevocable life Insurance Trusts
- Gift Planning
- Minor’s Trusts
- Grantor Retained Annuity Trusts ("GRAT")
- Pet Trusts
- Stand-Alone Educational Trusts
- Charitable Trusts
- Estate Tax Planning
Legacy Planning
Planning to leave more than just your assets to your loved ones
Asset Protection Planning
- Medicaid Asset Protection Trusts
- Inheritance Protection Trusts
- Irrevocable "Inheritor's" Trusts
- Self-Settled Domestic Trusts
- Offshore Trusts
Estate Plan Maintenance
Estate Planning is not an event -- it is a process. Like most everything in life, your Estate Plan needs to be kept current to ensure that your wishes are carried out.
A regular on-going review program can provide the peace of mind that your desires will be reflected in your Estate Plan and will be effective when needed.
You can avoid reviewing your Estate Plan because it is not at the top of your to-do list but your hard work may not provide the results you were looking to achieve.
A regular on-going review program can provide the peace of mind that your desires will be reflected in your Estate Plan and will be effective when needed.
You can avoid reviewing your Estate Plan because it is not at the top of your to-do list but your hard work may not provide the results you were looking to achieve.
