:: Estate Planning ::
The future is uncertain.
Unpredictable events can profoundly change your life in a moment, for better or worse, or end it altogether.
But you want to preserve and protect your property, investments and other assets, both for you and your loved ones while you are alive, and for those loved ones after you are gone.
You need someone who can work with you to preserve your wealth, make your financial life more predictable, and let you feel secure in the future.
That’s where we come in.
With the large array of techniques and tools available, we can design an individually tailored plan for you -- a plan that can protect and preserve your assets and minimize taxes while carrying out what you intend, both for your assets and for your life.
This can include:
• creating wills, trusts and other planning documents for preserving wealth and minimizing taxes;
• careful structuring of business investments and business ownership
• drafting financial and healthcare directives and powers of attorney, to ensure your wishes are carried out if you are unable to express those wishes;
• trust and guardianship documents to make certain children or grandchildren are cared for as you want them to be; or
• regular review of your assets, including insurance policies and retirement funds, to ensure the named beneficiaries reflect your current family situation and current intentions.
We give you personal attention in the creation of these documents, and will be there to protect your intentions should anyone try to challenge them later.
It is just part of what makes us a different kind of law firm.
WHAT WE PROVIDE
Estate Planning and Probate
- Wills (Simple and Complex)
- Trust Construction and Modification
- Marital Property Transfer
- Pre-Marital Property Agreements (Prenuptial)
- Post-Marital (Divorce) Property Agreements
- Child’s Education or Support Planning
- Structured Lifetime Gifts
- Small Business Formation, Continuation and Dissolution
- Family Business Succession
- Probate Assistance and Administration
Financial Planning Assistance
Incapacity/Disability Planning
- Durable Power of Attorney
- Health Care and Personal Care
- Directive to Physicians and Family or Surrogates (also called a Living Will)
- Assets & Trust Planning for Special Needs or Disability
Disability Planning -- Assets Protection -- Elder Law
- Government Benefits Qualification (Medicaid Planning)
- Assets & Trust Planning for Special Needs or Disability
Litigation (Lawsuits) and Contracts
- Will Contests and Probate Litigation
- Asset Protection and Challenges
- Contractual Agreements and Breach of Contract