Estate Planning
Comprehensive Planning for Your Peace of Mind
I offer expert estate planning services to safeguard your assets, honor your wishes, and provide for your loved ones. My holistic approach ensures every aspect of your estate is meticulously planned, from asset protection to legacy creation. Here is what I provide:
Wills and Trusts
Creating a will or trust is the foundation of a solid estate plan. We help you draft these essential documents to clearly outline your wishes, distribute your assets efficiently, and minimize the potential for family disputes.
Revocable Living Trusts
A revocable living trust allows you to maintain control over your assets during your lifetime while providing a seamless transition to your beneficiaries after your passing. We design trusts that adapt to your changing needs and circumstances.
Irrevocable Trusts & Asset Protection
Irrevocable trusts offer robust asset protection and tax benefits. These trusts are ideal for those looking to protect their wealth from creditors, legal judgments, or to qualify for Medicaid to obtain long term care benefits. I guide you in structuring irrevocable trusts to meet your specific goals.
Medicaid Asset Protection Trusts
Long-term care costs can quickly deplete your savings. Medicaid Asset Protection Trusts help you preserve your assets while ensuring you qualify for Medicaid benefits when needed. This strategic planning is crucial for protecting your family’s financial future.
VA Asset Protection Trusts
For veterans and their families, VA Asset Protection Trusts offer a way to secure benefits without sacrificing your estate. I can help you create these trusts to help you qualify for VA pensions and other benefits, ensuring your service and sacrifice are honored.
Powers of Attorney
Designate trusted individuals to make financial and medical decisions on your behalf if you become incapacitated. My comprehensive powers of attorney ensure your affairs are managed according to your wishes, providing peace of mind for you and your family.
Health Care Directives
Health care directives, including living wills and health care proxies, allow you to specify your medical preferences and appoint someone to make decisions if you are unable. I ensure your directives are clear and legally sound.
I am dedicated to help you create a comprehensive estate plan tailored to your unique needs and goals. I am committed to providing the expertise and compassion you need to protect your assets and provide for your loved ones.
Contact us today to schedule a consultation and begin securing your future.