Mission Statement
Estate Planning
An estate plan should be a flexible, comprehensive plan that considers your needs and desires, and aims for minimization of taxes with an optimal amount of privacy. A will does not encompass these necessities, and therefore does not equate to the same level of protection as having an estate plan.
An estate plan begins by protecting you during life.
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Elder Law
Today’s aging clients face challenges that past-generations rarely had to face: Never before have there been so many people reaching advanced ages with so many needs and so many difficult choices to make. Family wealth may be jeopardized, dignity and choice of care is wide-ranging but may be limited, and government programs require strict adherence to income and asset limitations in order to qualify for Medicaid and other programs.
Probate & Estate Litigation
Some beneficiaries receive less estate funds than others. This is not an uncommon practice, for example: Parents may disown a child who was exceedingly rebellious, or leave a greater portion of their estate to the child who has provided years of care giving; sometimes the caregiver child feels entitled to more than his or her legal share of the estate. If you believe the deceased person was unduly influenced or fraudulently scammed, legal recourse may be available.
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