We will work with you so that together we can create a plan to help preserve and protect your assets. We listen to your goals and worries, find out about your family’s unique situation, and help you create a plan to protect yourself and your family from life’s ups and downs.
Estate planning is not just for the wealthy, but for everyone who cares about leaving as much of what they have to their family after they pass away. With customized planning, the burden of nursing home expenses and home health care costs can be eliminated so that your assets are not lost to these costs that affect nearly everyone today.
We can show you how to use your Trust and/or your Will to ensure that if you should die and your spouse later remarries, your assets will never go to that second spouse, but pass directly to your children or other loved ones after your spouse dies.
Many clients in second marriages worry about how to protect their current spouse and yet be sure that the bulk of their assets go to their own children. We have encountered this situation hundreds of times and can show you how to resolve these issues sensitively and fairly for all family members.
Additionally, we can minimize estate taxes, help protect your money from creditors and lawsuits, and work with you to ensure that as much money as possible is passed on to your family in the simplest, most cost-effective way.
We can show you how to protect your assets during life while still maintaining control of your assets, and qualify for long-term care aides to care for you at home at no cost to you. This means that you can AVOID THE NURSING HOME altogether.
We will help you avoid the expensive and intrusive possibility that a guardian will be appointed for you by the courts if you become unable, either physically or mentally, to handle your own affairs. In today’s atmosphere of looming dementia issues and the COVID epidemic, this is a very real danger, and it is something that can easily be avoided.
We will craft individual and family estate plans to secure your family’s future. During our meetings, we will discuss and identify your estate planning needs, whether it’s providing a secure income for your family with as small a tax bite as possible, protecting a loved one with a disability, making sure your assets are distributed according to your wishes, passing control of your finances or business to someone else, or sustaining a cause you believe in.
We will handle your estate plan with exceptional attention to detail and compassion as we work through all family challenges.