Wills - allow you to decide how your estate will be distributed ; allows you to decide who will take care of your minor children; avoid a lengthy probate process; minimize estate taxes; decide who will wind up the affairs of your estate; make gifts and donations; avoid greater legal challenges. A will also allows to change your mind later if you wish to do so. | |
Trust - some common benefits and objectives of using a Trusts are avoiding taxes; avoiding probate; protecting your estate and your beneficiary's estate; benefiting charities and institutions. | |
Durable Power of Attorney - is a document signed by a person giving another person the power to act in conducting the signer's business, including signing papers, checks, title documents, contracts, handling bank accounts and other activities in the name of the person granting the power. A power of attorney enables the principal to have his or affairs handled easily and inexpensively if he or she were to become incapacitated. | |
| Medical Care Proxy - is a simple document that allows you to name someone you know and trust to make health care decisions for you, it for any reason and at any time, you become unable to communicate those decisions. |
$499. FIXED PRICE PER COUPLE
INCLUDES TWO OF ALL FOUR DOCUMENTS LISTED BELOW.
All documents are prepared by an independent Certified Elder Law Attorney specializing in Estate and Medicaid law.
We strive to find creative solutions to complex issues in estate planning to meet family objectives, while minimizing administrative expenses. We work with our clients’ advisors, including CPAs, insurance professionals and financial advisors to ensure an integrated team approach to the family plan and to provide viable options to the client for final decision making regarding issues to be addressed by a will, trust, health care proxy, power of attorney or homestead declaration.