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What We Do

Estate Planning and Medicaid Planning

Our client centric approach is designed to identify the best estate planning strategy to meet your individual and personal needs. We believe the most important component in any estate plan is to ensure your voice, what is most important to you, is included in your plan.

Traditional Estate Planning includes: Wills, Advanced Directives or Living Wills, Powers of Attorneys, Health Care Proxies, Revocable and Irrevocable Trusts.

· A Will is a legal document in which you express your wishes as to how your property is distributed at death. A Will has no legal authority until after your death and must be litigated in a Probate Court.
· An Advanced Directive or Living Will is a legal document in which you can specify your health care treatment if you are no longer able to make decisions due to illness or incapacity.
· A Powers of Attorney is a legal document that gives another person (your agent) the authority to act on your behalf regarding you financial and legal affairs.
· A Health Care Proxy (Power of Attorney for Health Care) is a legal document that gives another person (your agent) the authority to make decisions regarding your health care treatment in the event you are unable to make decisions due to illness or incapacity.
· Trusts come in all shapes and sizes and can be designed to accomplish various estate planning objectives. There are Testamentary Trusts which become effective upon your death; Revocable Trusts which are made during your life but may be amended and revoked; and, Irrevocable Trusts which are designed for asset protection, incapacity planning and tax planning.

Asset Protection Planning – An effective estate plan can help protect families from some of the unanticipated and unplanned risks which can diminish an estate such as lawsuits, nursing home expenses, divorce and creditor issues.

Medicaid Planning is designed to protect assets from Nursing Home costs and ensure eligibility for government assistance through Medicaid if needed.