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Advance planning can help you better control your assets, gain peace of mind and perspective, provide for loved ones, and establish a legacy. We help our clients to identify the particular financial and personal issues of concern and assist them in creating a plan appropriate to their situation. These solutions may include:
- wills & living wills
- charitable and life insurance trusts
- family limited partnerships
- special needs trusts
- guardianships
Beyond creation of an effective estate plan, we also assist our clients in the administration of the estates of loved ones. Through efficient and timely management of the administration process, we can carry out the intentions of the decedent and direct the proper supervision of this process. These services include:
- probate of the will
- advertisement and notification to beneficiaries
- organization and sale of assets
- preparation of necessary tax returns
- accounting and distribution of assets
The changing legal landscape and our aging population creates many issues for families caring for their elders. We can assist our clients in handling nursing and long-term care matters, preparing powers of attorney, and organizing their loved ones legal affairs.
