Retirement & Tax Planning Specialty
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We know it can be uncomfortable to talk about what will happen if you are incapacitated or after you die. You deserve to be in control of everything you've worked so hard for with a clear estate plan. You want a solid estate plan to protect everything you've worked so hard for. There's a lot that goes into this - wills, trusts, durable powers of attorney, and health care documents.

Don't take risks by assuming these things will take care of themselves or that you can do it yourself on the Internet. Let us help you make a plan, get all the documents you need so they are ready when you need them. Protect your family and your estate with solid Estate Planning. Probate and estate administration are the processes through which assets are transferred after death.

If you haven't completed probate avoidance planning prior to death, the state can require a lengthy and expensive court proceeding. We can help your family avoid that mess and make sure that your assets are transferred smoothly and correctly.
Services
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options.
When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family.
We want to arm you with the information you need to make an informed decision about your family's future.
We highly recommend you work with an experienced Living Trust Attorney to avoid any issues with the probate process.
Probate and estate administration are the processes through which estate assets are transferred after death.
When probate avoidance planning has not been implemented prior to death, the state will require a probate court proceeding if the deceased was a resident or owned assets in the state.
Probate can be supervised or unsupervised.
In an unsupervised probate, the appointed estate administrator manages assets, pays any debts, files required tax returns and various court documents, and distributes the estate assets.
Elder law is another aspect of estate planning, focusing primarily on the needs of families and individuals as they age.
Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medicaid.
As our population ages, more and more of us confront elder law-related issues, whether for ourselves or our parents.
One of the most pressing issues is long-term nursing home care, which usually is not covered by traditional health insurance.
Asset protection services involve making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies.
This type of legal planning is especially prudent for professionals and business owners, whose personal assets could be at risk due the nature of their employment.
Statistically and anecdotally, we all know that the number of divorces, lawsuits and bankruptcies is staggering.
While no one believes lightning will strike them, wealth created through a lifetime of work, saving and investing can be lost overnight if these forms of man-made lightning do strike.
The "Veterans Aid and Attendance Pension" is a special Veterans Program designed to help veterans and/or their surviving spouses receive the financial support necessary to ensure their continuing care in their own home or in an assisted living or nursing home setting.
Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
This is a tax-free benefit paid directly to the qualified applicant.
The benefit amount paid is available in addition to any other existing resources the resident uses to pay for their care.
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