|Estate planning involves taking
an inventory of your assets and how they are titled, and developing
a plan to ensure that your ultimate wishes are carried out while
minimizing taxes and complications typically associated with
probate. Too often, individuals do not plan, or worse yet, hire
an attorney that is not experienced with estate planning principles.
We create individual solutions to fit your specific need, whether
you have a traditional family with no special limitations or a
non-traditional family with complications. Our firm uses simple and
complex wills, revocable and irrevocable trusts, powers of attorney,
advance medical directives, real property agreements and family
agreements to carry out every imaginable estate plan. Each client has
individual needs and goals and each solution is crafted accordingly.
Many of our estate planning involve the use of a trust. When a client
passes away, if a trust has been created, then probate can be avoided
and any estate taxes minimized or eliminated altogether. Having a trust
may also protect the beneficiaries of the estate against creditors.
Another advantage to creating a trust is the protection of disabled
beneficiaries. If a client has a beneficiary with a disability, then we
can assist with protecting any government benefits to which the disabled
beneficiary is entitled. We can create special needs trusts to protect
beneficiaries that may be receiving needs-based government assistance such
as SSI and Medicaid. A special needs trust can be designed to give a
beneficiary the inheritance without jeopardizing public benefits. Special
needs trusts may allow a beneficiary that would otherwise lose public
assistance to maintain both SSI and Medicaid.
Our firm has paralegals who focus on the preparation and completion of all EP documents. Abbie Miller will assist with meeting a clients individual estate needs.