Our Estate Planning team works closely with clients and their families, taking time to understand their wishes and tailor a plan. We strive to maximize the amount of assets passed on to heirs, while minimizing taxes and alleviating stress on executors and trustees. Our firm recently acquired a team highly focused in Special Needs Trusts, Medicaid and long term planning, making us experienced in all matters of estate planning, including:
Our team handles a broad array of solutions in the following areas:
Contact us today to discuss your specific needs
Estate Planning at Key Times
I Have a Will. Why Do I Need a Trust?
The Children Are Grown – Is Now The Time to Re-evaluate Your Estate Plan?
Will Your Home’s Rising Value Impact Medicaid Eligibility?
Long Term Care Insurance – Does It Belong In Your Retirement Plan?
What Happens To My Parents’ House If They Go Into A Nursing Home?
What is the Difference between Limited and General Power of Attorney?
Will Your Successor Trustee Also Be the Executor of Your Estate?
Should You Put Your House Into An Irrevocable Trust?
What’s the Difference between a “Living Will” and “Durable Power of Attorney for Health Care”?
Estate Planning For Special Needs
“We believe that the right estate plan goes beyond demographics and financial information. That’s why we prioritize meeting and listening to the wants and needs of our clients and their families, to develop a plan that truly works for all involved.”
