I will tell you here that my experience with the Poulos group was absolutely PROFESSIONAL & WONDERFUL. Such nice people AND the wonderful job they did explaining everything to me. Greg Poulos is extremely professional and an expert in his field. Many businesses continue to trust Mr. Poulos because of his extensive legal experience and his expert knowledge working with small businesses.
I have nothing but good things to say about the client experience at the Poulos Law Firm. Greg is able to take complex information and make it easy to understand. He has infinite patience in explaining what you really need to know. In working with my estate plan, he taught me a lot about what to do and not to do when passing assets on to my special needs nephew.
I worked with Greg Poulos on a few legal matters that pertained to my business and I have to say that not only did he take the time to answer all my questions but he went way above my expectations and I couldn't be more happy. If you're looking for an attorney that's experienced, very knowledgeable and truly has his clients best interest at heart than Greg is your attorney.
I have nothing but good things to say about the client experience at the Poulos Law Firm. Greg is able to take complex information and make it easy to understand. He has infinite patience in explaining what you really need to know. In working with my estate plan, he taught me a lot about what to do and not to do when passing assets on to my special needs nephew.
I worked with Greg Poulos on a few legal matters that pertained to my business and I have to say that not only did he take the time to answer all my questions but he went way above my expectations and I couldn't be more happy. If you're looking for an attorney that's experienced, very knowledgeable and truly has his clients best interest at heart than Greg is your attorney.
Services
Do you have a will, trust or estate plan tailored to your specific situation and meets your exact wishes?
Is it a plan your children or heirs will understand and respect?
What if you become incompetent?
What happens after you are gone?
Will your family avoid money squabbles and preserve family harmony or will they argue and fight?
Do they know what you want done with your assets?
Are you sure?
We design, prepare and implement estate plans that meet our clients' individual objectives.
Whether your family is just starting out and in need of a basic estate plan or if you have built considerable wealth and need to address comprehensive wealth transfer strategies we can provide guidance to help you achieve the results you want.
Is it a plan your children or heirs will understand and respect?
What if you become incompetent?
What happens after you are gone?
Will your family avoid money squabbles and preserve family harmony or will they argue and fight?
Do they know what you want done with your assets?
Are you sure?
We design, prepare and implement estate plans that meet our clients' individual objectives.
Whether your family is just starting out and in need of a basic estate plan or if you have built considerable wealth and need to address comprehensive wealth transfer strategies we can provide guidance to help you achieve the results you want.
A Revocable Living Trust, also called a Revocable Trust, Living Trust or Inter Vivos Trust, is simply a type of trust that can be changed at any time.
In other words, if you have second thoughts about a provision in the trust or change your mind about who should be a trust beneficiary or trustee, then you can modify the terms of the trust through what is called a trust amendment.
Or, if you decide that you do not like anything about the trust at all, then you can either revoke the entire agreement or change the entire contents through a trust amendment and restatement.
In other words, if you have second thoughts about a provision in the trust or change your mind about who should be a trust beneficiary or trustee, then you can modify the terms of the trust through what is called a trust amendment.
Or, if you decide that you do not like anything about the trust at all, then you can either revoke the entire agreement or change the entire contents through a trust amendment and restatement.
Financial and legal experts all recommend basic estate planning for everyone, but there are many people who are unsure about how wills and other estate planning documents can help them.
Here are some common questions and answers that can give you basic information about what you need to know.
Most people understand the necessity of having a last will.
Even if you're young and just starting out, you have some assets, so it's important to have a last will.
As you acquire more assets or start a family, the importance of having a will grows.
Here are some common questions and answers that can give you basic information about what you need to know.
Most people understand the necessity of having a last will.
Even if you're young and just starting out, you have some assets, so it's important to have a last will.
As you acquire more assets or start a family, the importance of having a will grows.
A power of attorney (POA) or letter of attorney is a written authorization to represent or act on another's behalf in private affairs, business, or some other legal matter.
Why is a power of attorney document so important?
If something should happen to you (an accident or illness) that incapacitates you for a time or for the rest of your life, who is authorized to act on your behalf?
Who has the power to speak on your behalf on medical or health care issues?
Who will make business decisions while you are incapacitated?
Why is a power of attorney document so important?
If something should happen to you (an accident or illness) that incapacitates you for a time or for the rest of your life, who is authorized to act on your behalf?
Who has the power to speak on your behalf on medical or health care issues?
Who will make business decisions while you are incapacitated?
Did you know that it is possible to disqualify someone from government benefits (AHCSS, Supplemental Security Income, Medicare, etc.) if you leave too much money to them?
So how can you pass on assets to someone with special needs without disqualifying them?.
At Poulos Law Firm, we've been guiding families through the special needs planning process for more than 30 years.
Creating special needs trusts and that protect benefits and assets for people with special needs.
Guiding families, fiduciaries or trustees through the trust administration process without disrupting government benefits.
So how can you pass on assets to someone with special needs without disqualifying them?.
At Poulos Law Firm, we've been guiding families through the special needs planning process for more than 30 years.
Creating special needs trusts and that protect benefits and assets for people with special needs.
Guiding families, fiduciaries or trustees through the trust administration process without disrupting government benefits.
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