Estate Planning

O ur comprehensive 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, living wills, 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. Properly executed and funded trusts often ensure that 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 their inheritance without jeopardizing their public benefits. Special needs trusts may allow a beneficiary who would otherwise lose public assistance to maintain both SSI and Medicaid.

Our paralegal Ashley Accas focuses primarily on the preparation of estate planning documents and implementation of estate planning strategies to meet our clients’ individual estate needs.

Estate Planning Articles