Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones before you die. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled. It will help provide for incapacity, avoid probate, provide for minor children, plan for death taxes, help with charitable bequests, and more.
We can assist you in the preparation of Wills, Living Trusts, Financial and Health Care Powers of Attorney, Health Care Directives and such other estate planning documents as may be necessary. We can also assist and advise you on whether it is appropriate to make gifts prior to your death, and the resulting tax and possible Medicaid consequences from making gifts.