Powers of Attorney

If you become sick or disabled, either temporarily or permanently, who will make decisions for you and your family? Let us help you.

  • Appoint someone you trust to handle your affairs if you are unable.
  • Define their authority and the limits of the authority.
  • Give your loved ones the tools to help you when you cannot help yourself.

Remember all Power of Attorney documents do not offer the same protections and provisions. Make sure you understand the language in your document.

Advance Directives & Living Wills

Allows you to name someone you trust to make health care decisions should you lose the ability to make and communicate your own decisions. Specifies the type of medical and personal care you would want. Don’t leave your loved ones guessing or powerless to make critical decisions, and don’t leave the door open for the state to determine your medical decisions for you.

Wills

A Will is a legal declaration by which you name one or more persons to manage your estate and provide for the distribution of your property at death. Without a Will, your assets pass according to the State’s rules, also known as intestacy.

Let us help you create a Will where you decide…

  • Who is in charge of your estate, not the courts.
  • Who gets what and you create the guidelines.
  • If you want to protect the assets for your children & beneficiaries.

Revocable Trusts

YOU keep control and access to all your assets during your life, and provide for the distribution of your assets to your beneficiaries at your death without the intervention of the courts. (Avoids Probate)

Let us help you create a trust that will allow you to…

  • Stay in control.
  • Avoid court intervention and Probate upon death.
  • Keep your affairs private and allow for quick distribution to beneficiaries.
  • Provide asset protection for your spouse and/or your beneficiaries after your death.
  • Prevent court control of your assets at incapacity.
  • Avoid guardianship issues.

Irrevocable & Asset Protection Trusts

Asset protection planning involves creating a plan in advance and making decisions today to protect yourself, your business, and assets. There are many changes in life that can cause you to lose your assets including loss due to lawsuits, nursing home care, divorce or family indiscretions, giving away assets to your children incorrectly, and potential creditors. If you do not plan now while you can, your assets accumulated through your lifetime of hard work, your savings, investments and retirement could easily be lost overnight. Let us help you protect your assets.

  • Is never too late!
  • Don’t give up control of the assets you are trying to protect. (You can maintain control!)
  • Preserves your assets for you and those you love.

Medicaid Planning

You don’t have to go broke to pay for nursing home care. We will review your current qualification status and help create a plan that will allow you to qualify for Medicaid. Planning in advance will increase your opportunities. We’ll complete a comprehensive estate and long-term care planning evaluation that identifies the best planning strategies to pursue and recommend an Estate & Medicaid plan uniquely tailored for you. Did you know when planning for Medicaid…

  • Assets in a revocable living trust are not protected and must be used to pay for your care.
  • If you transfer your home to your children, not only could it result in immediate ineligibility for Medicaid, but it could also, trigger a gift tax, and you lose control.
  • Giving your assets away means losing control. It’s not safe even if you trust someone.

Estate Administration & Probate

We provide non-litigious representation of fiduciaries administering Estates to help simplify the process and work with the courts on your behalf. We allow you to focus on the loss of your loved one and taking care of your family while we do the legal work. Schedule your free consultation today!

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