Asset Protection & Business Planning
As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow. Our law firm can help you achieve your goals, whether your business is a one-person operation or one striving for a place on the Fortune 500 list. - BUY-SELL AGREEMENTS - FAMILY LIMITED PARTNERSHIPS - LAWSUIT & ASSET PROTECTION - LIMITED LIABILITY COMPANIES
Elder Law & Medicaid Services
Confused about Medicaid? You’re not alone! The complexity surrounding this constantly changing area of the law can sometimes feel overwhelming… it doesn’t need to be. Caring for the elderly and ensuring their assets are protected are some of the primary services offered by our law firm. - WHAT IS ELDER LAW? - MEDICAID PLANNING MYTHS - MEDICAID ASSET PROTECTION STRATEGIES
Estate Planning Services
Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern. When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. - REVOCABLE LIVING TRUSTS - LAST WILL AND TESTAMENT/PROBATE - LIFE ESTATES
The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning. Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy
Financial Planning Assistance
Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital. We offer FREE estate and financial plan reviews, during which we'll ensure that the terms of your estate plan still reflect your wishes and family situation, review your assets, IRAs and retirement plans to be sure you are taking advantage of the recent law changes, ensure your assets are properly titled in your living trust, analyze and answer any questions on the impact of any new tax law changes to see if your estate planning documents need to be updated
LGBT Estate Planning
For the LGBT community, estate planning provides protections to help guard against discrimination when people are reluctant to recognize your relationship, even if you are married. In many states, if a member of the LGBT community fails to plan properly, the result can be devastating to his or her spouse or partner and family. Having no estate plan, or relying upon a Will, Joint Tenancy, or Tenancy in Common as an estate plan, is tantamount to giving up control of one’s estate and management of one’s well-being in times of incapacity. This need for an estate plan is critical in case of an accident or illness that renders a partner or spouse incapable of making decisions or managing his or her affairs. Without a proper estate plan, the other partner could be legally precluded from having any role in the decision-making of his or her partner’s care, managing his or her affairs, or even having access to the incapacitated partner.
Special Needs Planning
Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special needs, a well-defined estate plan is vital. A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a child with a disability without disrupting the child’s eligibility for government aid.
Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling real estate, gifting assets to your children, or making critical medical decisions. Depending on the needs of the individual or family, incapacity planning could include a number of planning techniques such as Property Powers of Attorney, Health Care Powers of Attorney, Living Wills or Advance Health Care Directives or Guardianships/Conservatorships.