Estate Planning / Estate Administration / Elder Law

Estate planning and elder law involves the developing and implementing your intentions regarding the transfer of your assets to your beneficiaries. We provide thorough and careful analysis of your assets, beneficiary designations, life insurance and other liquid and non-liquid assets. Creating trusts, revocable or irrevocable, for estate, gift and income tax savings, financial management and other reasons are an integral and significant part of this process. We are proud of our ability to provide emotional and technical support in this process. We prepare the necessary documents for qualified residence trusts, life insurance trusts, special needs trusts, charitable trusts and foundations, wills, powers of attorney, healthcare designations and living wills.

Estate Administration involves the procedure for transferring assets to beneficiaries of an estate following the death of an individual. It includes the probate process, administration and disposal of assets while complying with all state and federal requirements, including the filing of inventories, accountings, federal and state inheritance tax returns, and ultimately vesting beneficiaries with legal ownership of assets of the trust or estate. Each step involves careful attention to tax consequences.

We can also assist in navigating the complex areas of government assistance to seniors and disabled individuals, including VA benefits and available Medicaid and Medicare assistance.

To meet with a member of the firm, or to learn more about any of our services, please Contact Us or call at (609) 348-0157.