ESTATE PLANNING
Ensure your assets are safeguarded and distributed according to your wishes, without government interference, through proper estate planning. Whether it's your bank account, car, boat, retirement savings, or any other asset, each forms a part of your estate.
The Essentials:
This is the minimal you need to ensure your assets will be distributed in the manner of which you prefer and make your wishes known.
Will and Testament - A Will details how to distribute your assets to whom and when. In a Will, you appoint who will be in charge of settling your affairs, who will receive your property and if you have children, who will raise them.
Durable Power of Attorney - You want to be sure you designated someone as your agent, and your grant of authority to that agent will continue to stay in effect even when you are incapacitated.
Living Will - You want to be sure your loved ones know your desires regarding your medical treatment in circumstances in which they are no longer able to express informed consent, especially an advance directive.
Financial Risk Assessment - Investing you money so that it grows is very important for yourself and those you love.
Avoid Probate :
With the Essentials and a Revocable Trust you can avoid probate and prevent government interference. Having a Trust is the most secure way to distribute your assets. Here are a few reasons why you need one:
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Avoid probate court
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Some Trusts help reduce Estate taxes
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Trusts provide more control over your assets
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They are low maintenance
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Trusts can protect your loved ones in worst case scenarios
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The structure of Trusts can assist children with special needs
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Complex assets can be properly divided using Trusts
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Ensure everyone in your family is taken care of with a Trust
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Make changes or adjustments at anytime you feel it is necessary.
Consultations are always Free
Here to Help:
Not sure where to start with estate planning? You're not alone. It's complex, and everyone's needs differ. Common questions we answers are:
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Do I need a will or a trust?
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How can I cover all my needs within my budget?
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How can I make it easy for my family?
PLANNING IS FOR EVERYONE
Some believe estate planning is unnecessary due to their age or financial situation. However, a clear plan benefits everyone, ensuring your wishes are communicated and minimizing future expenses and hassles for your loved ones.
THE RIGHT PLAN FOR YOUR BUDGET
It doesn’t have to be expensive. A well-designed plan grows with you, and together, we'll create a custom plan that meets your needs without overspending.
ONLINE NOTARY
Get your personal and professional documents notarized online. Yes this can be remotely.
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It is fast, simple, immediate, and we can produce infinite duplicates without additional fees.
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It is safe, secure and cannot be tampered with or destroyed.
By appointment only. Book Here
MEDICAID PLANNING
Medicaid planning is essential for seniors today. If planning is not accomplished, a senior's entire estate can be "spent down" for long term care. Fifty percent of our population will require long term care at some point in their lifetime. It is important to work with an experienced and knowledgeable professional for seeking the best solutions for long term care decisions.
LITIGATION
What is litigation? It is a legal action, lawsuit, legal dispute, legal case, case, legal contest, action, cause, judicial proceeding(s), suit, suit at law, legal process, prosecution, bringing of charges, indictment, trial. We will fight aggressively for your rights and goals to achieve the best possible outcome for your case. Request a Consultation
