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Wills, Trusts & Estate Planning
Estate planning is the preservation and distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.
Trust Administration & Probate
Probate is a court-supervised process. To begin the probate process, a legal notice must be published in a newspaper and court appearances are needed. However, to start trust administration, a letter of notice is mailed to the decedent’s heirs and beneficiaries. Trust administration is far more private, which is why many people chose this path.
Powers of Attorney & Elder Care
The job of caring for someone with a physical or mental disability, such as Alzheimer’s disease, is one of the biggest challenges you will ever face. In addition to juggling your own schedule, you are constantly on call, making sure your loved one’s needs are met. As a caregiver, there are many things you can do to make life easier on yourself as well as your loved one. Contact our law firm for more information regarding legal and financial planning.
Asset Protection & Business Planning
Asset Protection Laws consist of legal strategies to protect personal and business assets from seizure as a result of adverse judgments, bankruptcy, separation/divorce, death, and other situations. If you are an owner or a business partner, you should choose a business structure that will separate your personal property from your business assets.
Special Needs Planning
Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special needs, special needs planning and a well-defined estate plan is vital.
Retirement Planning & IRA's
At first glance, the concept of retirement planning using Individual Retirement Accounts (IRA), 401(k)’s and other retirement plans seems simple enough: A structured way to save for your golden years while deferring taxes on your growing nest egg. Unfortunately, that simple idea becomes one of the most complex areas of estate planning once IRS rules are applied.