Areas of Practice
Estate Planning
An estate plan can help you:
-
Simplify the administration of your assets
-
Control the distribution of your assets
-
Protect your property for your beneficiaries
-
Minimize income taxes for retirement accounts
-
Provide for your care or the care of your beneficiaries in the event of disability
Elder Law
We focus on providing you or your loved ones with:
-
Medicaid planning
-
Asset preservation
-
Long-term care planning
-
Guardianship
-
Appointment of Health Care Representative
-
Financial power of attorney
-
Medical advance directives
Small Businesses
We work with corporations, partnerships, LLCs, and
not-for-profit corporations for:
-
Business formation
-
Organization agreements
-
Buy/sell agreements
-
Non-compete agreements
-
Contracts
Estate Plan Documents
These include:
-
Last Will and Testament
-
Living trusts
-
Irrevocable trusts (estate tax planning)
-
Minors trusts
-
Special needs trusts
-
Power of attorney
Tax Planning
We provide income tax planning for:
-
Individuals
-
Retirement accounts
-
Estates and trusts
-
Beneficiaries
Estate Administration
Our experience can guide you through:
-
Estate administration and probate
-
Trust administration
-
Small estate administration
-
Administration without probate
-
Income and estate taxes
-
Income tax planning for retirement accounts