The concept of Estate Planning may be new or familiar to you, but everyone needs to discuss and frequently revisit their plans to make sure it’s still the right strategy in the constantly changing world of taxes, asset protection, retirement and much more. Most common areas involved in our Estates practice includes:
Wills (last, testamentary and living)
Power of Attorney (multiple types)
Trust - avoid probate
Trust - Medicaid planning
Trust - Asset protection and/or Tax planning
Business formation
Holding companies
Gifting Rules to family
Charitable planning
Life Insurance
Long-term care plans
Probate
Intestacy review
Funding trusts
Serving as counsel to an Estate’s reconciliation and distribution