Important Forms
Asset Location Directory
This form pinpoints the location of your important documents and tells your loved ones, Power(s) of Attorney and Executor(s) who should be notified on your disability or death.
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Succession Planning Guide
This simple guide is designed to help you keep track of the documentation you will need during the probate process
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Estate Planning Worksheet
If you are ready to plan for whatever the future may bring, start by answering the following questions.
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Informative E-Books
15 Common Reasons To Do Estate Planning
This document goes over the common reasons you need to not only build and protect your hard-earned money, but transfer it with as little depletion and expense as possible.With a proper estate plan in place, you can plan ahead to
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Aid & Attendance- Special Care Pensions For Wartime Veterans
While many people are unaware it exists, the Veterans Administration (VA) Aid & Attendance Special Pension provides monetary assistance to wartime veterans – and surviving spouses of deceased veterans – who need regular personal assistance.
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Dangers Of Do-It-Yourself Planning
You can easily go on the internet or the local office supply store, gather the necessary forms and information, spend a little of your time, and, presto, you have a will or Living Trust. However, it is very easy to overlook important legal and technical planning points that can cause the estate or your beneficiaries to pay unnecessary taxes, high fees to attorneys or probate court, or can cause assets to be distributed to the wrong people at the wrong time.
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Estate Planning With Individual Retirement Accounts
At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing nest egg.
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Living Trusts
Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy.
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Planning It Right The Second Time Around
One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first step in this entire process should be a consultation with an estate planning attorney.
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Set The Stage For Medicaid Eligibility
Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling real estate or gifting assets to your children.
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The Trouble With Joint Tenancy
Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were avoiding.
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Trust Administration eBook
Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to passing on. It comes during a very emotional time, and often brings with it difficult and complex financial and family issues.
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Initial Consultation
Dealing with estate planning, incapacitation, and death can be daunting, but we aim to make the process as easy as possible on you. We will be by your side, advocating for your best interests until we have reached the best possible outcome for you and your loved ones. Get in touch to see how our attorneys can help.