Life & Estate Planning / Elderlaw
Our mission is to empower our clients with an understanding of the law as trusted advisors acting with integrity and empathy. You’ve earned it, let us help you keep it.
We work with individuals, families, and business owners to plan for their remaining years, and also for their estates after they pass. Just as each individual is unique, every family and business have thier own distinct qualities and objectives.
When necessary, we enlist the guidance of professional advisors in areas such as long term care insurance, VA benefits, charitable planning, financial advisors, investment brokers, and tax advisors, to work with us as a team to provide our clients with the best options available. This team approach enables our clients to achieve their goals in a manner that suits their specific needs. We cover topics such as:
- preserving assets, including protection of assets from creditors, lawsuits, and failed marriages;
- choosing one’s primary and successor financial and medical agents;
- reducing estate taxes;
- providing for one’s spouse after death;
- setting up trusts for children to encourage wise use of their inheritance;
- planning for long-term care and nursing home needs, including Medicaid planning;
- providing lists of caregivers in our area;
- planning for elderly parents or children with disabilities;
- planning for the continuation of a family business;
- cottage succession planning and when to use a vehicle such as a trust or a limited liability company;
- deciding not only who will administer one’s estate and care for children after death, but also how these duties will be carried out;
- charitable planning and leaving a legacy;
- planning for future generations.
