Probate and Estate Administration To provide for the orderly and efficient disposition of assets in accordance with the decedent’s estate plan whether involving a Last Will & Testament or other Testamentary substitutes. During the difficult days following the death of a loved one and there after, we assist client’s in a variety of issues, including: gathering the decedent’s assets, completion of beneficiary claim forms, estate tax analysis, preparation of new deeds, payment of claims, probate of the decedent’s Last Will Testament and complete administration up to final distribution of the decedent’s assets.
Real Estate Whether purchasing or selling, we represent clients from contract to closing, including review of property inspection reports, financing and, title issues and capital gains projections. Relationships established with area real estate brokers, appraisers, mortgage officers and other related real estate professionals are beneficial to our clients. We advise our clients on contract negotiations to ensure that their concerns are addressed. Finally we arrange for and attend all closings and prepare closing statements.
Estate Planning - Trusts, Wills, Durable Powers of Attorney, Health Care Proxies and Living Wills - Provide for the management and use of assets during lifetime and the disposition of assets at death. Sound estate planning is more than simply drafting a will. Estate planning also minimizes potential taxes and probate fees. It is our goal to provide effective estate planning guidance in a simple and understandable format to accomplish the estate planning goals of our clients. Using a variety of techniques from simply establishing joint accounts or beneficiary accounts to the more complex estate plans creating multiple trusts, our client’s objectives can be accomplished in a clear and reliable manner. We strive to prepare an estate plan to satisfy our clients’ unique needs including: planning for minor or disabled children, planning to protect children of a first marriage, planning for disability during lifetime, domestic partnerships, asset protection and the reduction or elimination of federal and state estate tax. Through the use of trusts and gifts we assist our client’s in preparing for their future needs in obtaining long term care and asset protection.
Planning for Long Term Care - Assisted Living, Nursing Homes and Home Care - Planning to obtain the appropriate services required to be cared for at home, in an assisted living facility or nursing home and planning for the financing of such care. We assist clients in identifying their long term care needs, and guide them through the process of obtaining such services. Using the Medicaid laws and regulations, we counsel our clients on the appropriate methods to preserve and protect assets, and represent clients through the process of applying for Medicaid benefits. We can assist clients in selecting a nursing home and can advocate for admission to a facility of the client’s preference. We have assisted many clients with nursing home placement and home care services through our relationships and nursing homes and home care agencies.
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