Estate Planning
We provide comprehensive estate planning for yourself and your family. We take 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, Health Care Power of Attorney, and Living Will, we utilize a broad range of tools and strategies to address needs such as:
We provide comprehensive estate planning for yourself and your family. We take 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, Health Care Power of Attorney, and Living Will, we utilize a broad range of tools and strategies to address needs such as:
- Disabled or inexperienced beneficiaries;
- Charitable intentions;
- Planning for clients whose estate may be subject to estate taxation;
- Succession planning for family-held businesses.
Disability Planning.
We address disability planning through the use of comprehensive Durable General and Limited Powers of Attorney for personal and financial planning, as well as Health Care Powers of Attorney and other Advance Directives to allow our clients the dignity and freedom of choice in the event of a medical disability or incapacity. In certain instances we will collaborate with skilled neuro-psychologists to determine a client's testamentary and/or contractual capacity.
We address disability planning through the use of comprehensive Durable General and Limited Powers of Attorney for personal and financial planning, as well as Health Care Powers of Attorney and other Advance Directives to allow our clients the dignity and freedom of choice in the event of a medical disability or incapacity. In certain instances we will collaborate with skilled neuro-psychologists to determine a client's testamentary and/or contractual capacity.
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.
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.
Guardianships and Conservatorships.
Should a loved one require a conservatorship or guardianship, we can provide counsel and representation in these areas to ensure that the protected person's dignity is honored in this challenging and sometimes bewildering process.
Should a loved one require a conservatorship or guardianship, we can provide counsel and representation in these areas to ensure that the protected person's dignity is honored in this challenging and sometimes bewildering process.
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.
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:
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;
- Navigate the complexities of multinational tax, estate and business planning;
- 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.
Litigation.
At times, litigation becomes the only appropriate recourse, whether to resolve an estate dispute or otherwise. Our firm can provide counsel and representation in the arena of estate and trust litigation and in select other matters.
At times, litigation becomes the only appropriate recourse, whether to resolve an estate dispute or otherwise. Our firm can provide counsel and representation in the arena of estate and trust litigation and in select other matters.