We offer comprehensive estate planning services to help protect your loved ones, carry out your wishes and reduce or eliminate estate taxes through the use of wills, living trusts, supplemental needs trusts for children with disabilities, testamentary trusts, durable powers of attorney, charitable remainder trusts, life insurance trusts and a number of other probate and estate tax avoidance or deferment methods. The complex and ever-evolving rules of Medicaid play an increasingly important role with respect to traditional estate planning concerns. A knowledge of elder law, therefore, is absolutely critical for a truly comprehensive estate planning evaluation and plan. In order to assist you better, we recommend that you use the downloadable forms which include a will/trust information sheet, asset accumulation sheet and client questionnaire.
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