WILLS, TRUSTS, PROBATE, & ESTATE PLANNING

Our law firm can help you make sure your hard-earned assets pass to your loved ones in the manner you desire. We are experienced in executing streamlined strategies so that, upon your death, your savings will expeditiously pass to your family and loved ones. We are well-versed in estate and gift tax laws, as well as the processes for probating a last will and testament or administering the estate of a descendant.

ESTATE PLANNING TOOLS

  • Simple and complex last will and testaments

  • Revocable living trusts

  • Irrevocable Medicaid asset protection trusts

  • Irrevocable life insurance trusts 

  • Qualified personal residence trusts

  • Special needs trusts

  • Family limited partnerships and limited liability companies

  • Administration of estates

  • Probate proceedings, administration proceedings, accountings

  • Burial Agent designation forms

PROTECTING YOUR HEALTH CARE & ASSETS DURING YOUR LIFETIME

Although protecting and preserving your savings upon your death is important, it is also critical to have appropriate documents in place to ensure that one’s health care and financial affairs are properly handled during your lifetime.  

 

Should you then lose capacity to manage your own affairs, this can save your family the aggravation and costs of petitioning the Surrogate Court to intervene to appoint guardians on your behalf.

 

In this regard, here are some examples of cost-saving documents we can prepare for you so that you can appoint agents of your own choosing:

  • Powers of Attorney

  • Health Care Proxies

  • Living Wills