Whether you are concerned about avoiding probate, minimizing taxes or providing for future generations, we offer estate planning solutions to help you achieve your goals.
Trusts are becoming an increasingly common tool for the management, protection and distribution of assets. Our attorneys can help you form, fund and administer trusts ranging from living revocable trusts to special needs trusts.
We help clients organize their affairs to reduce the cost and simplify the administration of their estates. This includes coordinating beneficiary designations of life insurance policies and retirement plans, properly titling assets, and assisting with the collection of information that will be necessary for estate administration.
It is also important to consider how your financial and medical decisions are going to be made if for some reason you are unable to. A Durable Power of Attorney allows you to designate another person to deal with your assets while you are alive. A Power of Attorney can be useful if you are unavailable (travelling), or unable (disabled, ill) to make financial transactions on your own. These documents are also very useful in avoiding guardianship proceedings. Where a valid Durable Power of Attorney is in place, there is often no need to appoint a guardian of someone who has become incompetent.
Typical health care documents are a Living Will and a Health Care Power of Attorney. These documents allow you to specify what kind of treatment you desire if you are unable to make those decisions for yourself. You can also appoint a person to make those decisions for you. Without these documents, the doctors and the law will decide what kind of care you get.