Everyday People Estate Planning

Everyday People Estate Planning

Estate Planning

Doing your estate planning is not only a gift to your loved ones, it is also a gift to yourself. I observe a lot of relief and peace of mind in my clients once they have done their estate planning. Do your family and yourself a favor – begin doing your estate planning today. You can download a questionnaire from my website to get started.

Client Questionnaire, Married Couple

Client Questionnaire, Individual

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Trust & Probate Administration

There are many responsibilities that fall upon the shoulders of those handling estate administration, and I understand that the last thing you want is another burden to carry alone. I help family members, executors and administrators effectively navigate through the probate and estate administration process. Probate can go fairly quickly and smoothly with the aid of dedicated and experienced attorney.

Special Needs Trusts

What happens if you want to leave money to a person who is receiving means-tested government benefits? If you give an outright gift, that person will be at great risk of losing any benefits that they are receiving. A special needs trust allows you to leave assets to people who are receiving government benefits, while not jeopardizing their benefits. Further, a special needs trust can be crafted in such a way that a beneficiary may receive oversight and coordination of their care. Talk to me if you think a special needs trust might be right for you and your loved one.

Testamentos y Sucesiones

La Planificación patrimonial se trata de poner en orden sus asuntos financieros, legales y médicos. Se trata de prepararse para la muerte y para la incapacidad. Nadie quiere pensar en cosas así, pero vale la pena. La planificación patrimonial, es un regalo para la familia, para sus seres queridos. La planificación patrimonial consiste en quatro documentos principales. Hay otros documentos auxiliaries, pero hay quatro documentos básicos y estos son: en primer lugar, el testamento; en segundo lugar, tenemos fideicomiso; En tercer lugar, el poder legal duradero; y en el quarto lugar tenemos, directivas anticipadas de atención médica. Me gustaría ayudarle con eso.

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