Estate Planning

Planning for the Ones You Love!

Our primary goal is to provide you with tailored documents, so that at your passing or if you are disabled, the people and causes you love are cared for the way you would do it yourself. Certain people need special attention: disabled heirs, foreign spouses, and elders with medical needs, just to name a few. As part of that goal, we aim to minimize estate taxes, and preserve assets from catastrophic health care costs.

A lifetime plan during your lifetime, with Powers of Attorney, Health Care Directives and Medical Release Authorization, gives you:

  • The ability to maintain independence and control over personal and health care decisions as well as over financial decisions
  • Ensures your assets are protected from long term care costs
  • Names the person who you trust to take control when you can’t manage any longer

An estate plan, with either a Last Will or Living Trust, gives you:

  • The opportunity to make your wishes known
  • Tells the Court who should carry out your wishes
  • Makes special plans for those who need extra attention
  • Minimizes the tax consequences of your death

We offer these planning services in addition to Wills, Living Trusts and Powers of Attorney:

  • Irrevocable Trusts
  • Special Needs Trusts
  • Life Insurance Trusts (ILIT’s)
  • Separate Property/Prenuptial/Co-Habitation Agreements
  • Beneficiary Designation forms completed to match your Wills and Trusts
  • Guardianship Petitions and Maintenance