Providing peace of mind for families for over 30 years.

Providing peace of mind for families for over 30 years.

Powers of Attorney

If you become sick or disabled, either temporarily or permanently, who will make decisions for you and your family? Let us help you.

• Appoint someone you trust to handle your affairs if you are unable.
• Define their authority and the limits of the authority.
• Give your loved ones the tools to help you when you cannot help yourself.

Remember all Power of Attorney documents do not offer the same protections and provisions. Make sure you understand the language in your document.

Health Care Proxies & Living Wills

Allows you to name someone you trust to make health care decisions should you lose the ability to make and communicate your own decisions. Specifies the type of medical and personal care you would want.

Don’t leave your loved ones guessing or powerless to make critical decisions, and don’t leave the door open for the state to determine your medical decisions for you.

Wills

A Will is a legal declaration by which you name one or more persons to manage your estate and provide for the distribution of your property at death. If you own assets in your name alone, they may pass from you to the people you love, as long as you leave a Will. Without a Will, your assets pass according to the State’s rules, also known as intestacy. (The courts decide)

Let us help you create a Will where you decide…

• Who is in charge of your estate, not the courts.
• Who gets what and you create the guidelines.
• If you want to protect the assets for your children & beneficiaries.

Revocable Trusts

YOU keep control and access to all your assets during your life, and provide for the distribution of your assets to your beneficiaries at your death without the intervention of the courts. (Avoids Probate)

Let us help you create a trust that will allow you to…

• Stay in control.
• Avoid court intervention and Probate upon death.
• Keep your affairs private and allow for quick distribution to beneficiaries.
• Provide asset protection for your spouse and/or your beneficiaries after your death.
• Prevent court control of your assets at incapacity.
• Avoid guardianship issues.

Irrevocable & Asset Protection Trusts

Asset protection planning involves creating a plan in advance and making decisions today to protect yourself, your business, and assets. There are many changes in life that can cause you to lose your assets including loss due to lawsuits, nursing home care, divorce or family indiscretions, giving away assets to your children incorrectly, and potential creditors. If you do not plan now while you can, your assets accumulated through your lifetime of hard work, your savings, investments and retirement could easily be lost overnight. Let us help you protect your assets.

• Is never too late!
• Don’t give up control of the assets you are trying to protect. (You can maintain control!)
• Debtor/Creditor law provides that whatever you can get, your creditors can get.
• Starts “Medicaid Clock” running for look back and transfers.
• Preserves your assets for you and those you love.

Probate & Estate Administration

We provide non-litigious representation of fiduciaries administering Estates to help simplify the process and work with the courts on your behalf. We allow you to focus on the loss of your loved one and taking care of your family while we do the legal work. Schedule your consultation to review your needs, concerns and answer your questions.