Estate Planning & Elder Law
Everyone, no matter what age, should be planning for life and their families in the event of death. We prepare simple plans for young couples starting families, and we create plans for substantial estates subject to federal estate taxes. Our knowledge of tax and planning techniques helps you plan for your future, whether it’s as simple as simply as appointing guardians for minor children, or more complicated, like passing along your business, long-term care planning, or minimizing estate taxes.Experience & Expertise in:
Estate Planning:
- Wills
- Testamentary Trusts
- Living Trusts
- Durable Powers of Attorney for financial and medical purposes
- Probate avoidance
- Estate tax reduction
- Protection of assets from creditors
- Planned charitable giving
- Business succession planning
- Family limited partnerships and limited liability companies
- Premarital and postmarital agreements
- Gift planning
- Special needs trusts
Elder Law:
- Long term care planning
- Medicaid
- Medicare
- Social Security issues
- Veteran’s benefits, including long term care
- Reverse mortgages
- Retirement accounts/plans
- Elder abuse, neglect and financial exploitation
Estate and Trust Administration and Probate:
- Advice concerning tax planning alternatives available to estate and trust beneficiaries
- Preparation of estate tax returns
- Guardianship and conservatorship proceedings for minors and incapacitated adults
- Litigation of contested estate and trust matters