We look forward to serving our community and trusted friends for many years with a commitment to excellence that is and always will be our firm's goal.
Our services include:
ESTATE PLANNING
· Wills
· Medical Powers of Attorney
· Financial Powers of Attorney
· Revocable Living Trusts
· Irrevocable Trusts
· Generation-Skipping Trusts
· Insurance Trusts
· Charitable Trusts
· Personal Residence Trusts
PROBATE LAW
· Representation of fiduciaries in the administration of estates and trusts;
· Representation of beneficiaries, heirs, creditors or other interested parties throughout the probate process
TAX LAW & TAX RETURN PREPARATION
· Estate Tax
· Gift Tax
· Income Tax
· Generation-Skipping Transfer Tax
ELDER LAW
· Counseling on Medicare and/or Medicaid eligibility, Nursing Home Law, Assisted Living, Incapacity Planning, Elder Law Durable Power of Attorneys, Estate Planning, and much more;
· Planning and facilitating the myriad of practical matters that need to be addressed when clients experience a traumatic event such as the death of a spouse or family member including: assistance with the gathering, reviewing and organizing of all pertinent information and records, facilitating the set up of new individual accounts and systems, and facilitating, coordinating and overseeing the selling of and/or improvements on the current home, vehicle sales and purchases, buying of a new home, estate sales, and moving.
· Social work services as needed by our on-staff geriatric social worker