Our areas of specialty include estate planning, trust management, business, real estate, and probate.
- Estate planning allows control of your property while alive, planning for you and your loved ones in you become disabled, and the ability to give what you have when you want to who you want and how you want. Estate planning is not just for “wealthy” people. Quality estate planning is important for everyone.
- Contracts, business planning including forming your business, partnership, buy-sell, mergers, and asset purchase agreements.
Health Care Planning
- Health care planning is important for while you’re alive and in the event that your become incapacitated or disabled. Health care planning includes documents like a Living Will, HIPAA, and Medical Power of Attorney and allows control over your health care decisions.
- Probate refers to transferring the property of someone who has died to the heirs or beneficiaries, deciding if a will is valid, and taking care of the financial responsibilities of the person who died.
- Trust Administration occurs after the death of either or both grantors. The trustee then has the responsibility to administer the trust. This responsibility is great and proper administration is important to ensure that the successor trustees are protected.
- Real estate transactions and leases involve many complex issues that require careful consideration.
- An IRA Trust is a special type of trust that is designed to receive your IRA accounts for the benefit of your loved ones after your death.
- Guardianship: Courts are tasked with establishing guardianship, and they typically appoint guardians in instances of incapacity or disability. Suppose, for example, that a person is put into a coma from a car accident, this person is trusted to take care of the person while they are incapable of managing their own affairs. The person makes healthcare and other mostly non-monetary decisions for someone who cannot make these types of decisions because of an injury, illness, or disability.
- Conservatorship: A guardian is appointed by a judge to manage the financial affairs and/or daily life of another due to physical or mental limitations, or old age.