Free Consultations and Affordable Packages

Everyone has an Estate: a bank account, car, boat, retirement savings, etc. each or all makes an estate. Proper estate planning will help you protect your assets during periods of incapacity or death and distribute them how you want them.

The Essential Package:  

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.  It includes:

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.

Deed Transfer on Death - If you have real estate this is very important so that your chosen person receives your property without litigation.

Financial Planning - Investing you money so that it grows is very important for yourself and those you love.

Package Price: $495

The Assurance Package: 

This includes everything in the Essential Package plus a Revocable Trust. Having a Trust is the most secure way to distribute your assets minimal interference. Here are a few reasons you need a Trust: 

  • Avoid probate court

  • Some Trusts help reduce Estate taxes

  • Trusts provide more control over your assets

  • They are low maintenance

  • Trusts can protect your loved ones in worst case scenarios 

  • The structure of Trusts can assist children with special needs

  • Complex assets can be properly divided using Trusts

  • Ensure everyone in your family is taken care of with a Trust

  • Make changes or adjustments at anytime you feel it is necessary.

Package Price: $995

Consultations are always Free

Individual Services: 

There are times not all is needed or maybe you would like to start one product then add others down the line.  For your convenience we have priced al a carte options:

 

Will only - $195

Durable Power of Attorney - $185

Transfer of Deed - $350

Living Will - Free

Financial Planning - Free

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.  Solutions are unique meaning what works for one family may not be right for yours.  It is important to work with an experienced and knowledgeable professional for seeking the best solutions for long term care decisions. 

If you are in a "recovery" state, what this means is that the state can take a lien on a seniors’ assets to pay for long term care, if those assets are not available to pay for their care immediately. Protect yourself and get a legal plan in place.

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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.  If you are considering or facing litigation we can help and offer expertise in the following areas: Probate, Business Litigation, Commercial Litigation, Construction Liens, Landlord/Tenant Disputes, Trademark Disputes, Partnership Disputes, Real Estate, and Creditor's Rights.  We will fight aggressively for your rights and goals to achieve the best possible outcome for your case.  Request a Consultation