- Estate PlanningIn estate planning I sit down with my clients to first get to know them and their estate planning concerns. A worksheet is completed that addresses the details of the client’s estate and the client’s concerns. We then meet and discuss estate planning vehicles which would best work for them and how they can be used to achieve the client’s estate planning goals. My goal is to empower my clients to control their property while they are alive, plan for the possibility of disability and provide for their future well-being prior to death focusing on the last 20 years of life and then for their heirs and beneficiaries. I am conscious of tax savings, attorneys fees and costs and strive to make it all as cost effective as possible.
- WillsMy services include providing the basic legal documents necessary to empower others to make their financial decisions (Durable Power of Attorney); medical decisions (Advance Health Care Directive); the release of protected health care information (HIPAA Authorization); and Wills and Trusts. My advanced services include evaluation and planning strategies for Medicaid benefits, long term care planning, asset protection, and estate planning along with a host of other potential solutions aimed at meeting my clients' specific needs.
- Trusts
- Power of Attorney
Services
"Fish and Chips" found in 1 dish