We are glad and proud to provide counseling, advice, and representation in:
Estate Planning
We provide comprehensive estate planning for yourself and your family.
We take the time to visit with you and fully discuss your hopes and
dreams for your loved ones, and review with you the options available
to you to fulfill those hopes and dreams, and to address your cares and
concerns. Our approach is to provide you with planning rooted in
dignity and love for your family and other loved ones.
In addition to creating your estate planning foundation of a
Will, Durable General Power of Attorney, Durable Medical Power of
Attorney, and Living Will, we utilize a broad range of tools such as:
- Revocable Living Trusts;
- Irrevocable Trusts, including Irrevocable Life Insurance Trusts and Charitable Remainder Trusts;
- Double Exemption Trust provisions (Marital and Family) for couples whose estate is in excess of the exemption equivalent;
- Family Limited Partnerships; and
- Limited Liability Companies, Limited Liability Partnerships, and Corporations.
We also address the emotional and financial strains of
unnecessary conservatorships and guardianships (Living Probate) through
the use of Living Wills and other Advance Directives addressing
life-sustaining medical and surgical treatments and procedures;
General, and Special Powers of Attorney, such as comprehensive Durable
Medical and Financial Powers of Attorney.
Estate or Trust Administration
Our office can provide you with assistance upon the death of a
loved one, representing the estate, personal representative, or other
person throughout the estate administration process. We can also
represent a loved one through a conservatorship or guardianship
procedure.
Medicaid Planning
We will work with you to investigate and understand the myriad
requirements for Medicaid eligibility for you or a loved one facing a
long term nursing home stay. Medicaid planning is a complex matter, and
our office takes the time to explain the process and all possible
options.
Business Planning
Beginning a business venture may require the creation of a formal business entity. We will work with you to:
- Select and draft the appropriate business entity for your particular venture and needs;
- Draft employment agreements, buy-sell and cross-purchase
agreements, independent contractor agreements, and other documents
necessary for the smooth operation and flow of your business.
Real Estate
We will be glad to represent you in your purchase or sale of
real property. We provide a complete range of services according to the
needs of the transaction:
- Review of an existing contract, providing an opinion letter if necessary to your lender or title company; to
- Working with you through the entire process, from drafting
the contract to examining the title work and associated documents, and
attending the closing.