Estate Planning: Wills and Trusts: We offer a full range of estate planning services to our clients to preserve their wealth and to enable them to pass assets to their families and other beneficiaries in the most appropriate and tax-effective manner. Three general levels of service apply to a wide range of clients:

Beginning Level Estate Planning includes Wills, HealthCare Proxies, Powers of Attorney and Declaration of Homestead. Appropriate for young couples with average assets, this basic estate plan is typically offered to each family for a flat fee of $595

Mid-Level Estate Planning employs the use of Family Trusts to streamline management process and minimize estate tax implications of one’s death upon surviving family members. Typically used by couples with children out of the home, and those with significant assets, Family Trusts have legal fees averaging from $1,500 to $3,000.

High Level Estate Planning focuses on circumventing Medicaid long term care expense recovery through the use of specialized trusts and asset transfer. Most individuals desire to leave their assets to loved ones; not to the government. Should nursing home care be needed, Medicaid may place a lien upon a resident’s home to recover its expenses paid on the resident’s behalf. Averaging nearly $8,000 per month, these liens grow rapidly, and can greatly reduce the value of an inheritance. Trust planning solutions must be implemented early, due to the existence of a five-year lookback period applied by Medicaid regulations. Average fees range from $3,000 to $4,000, depending on circumstances.

Probate Services
Losing a loved one is never easy. Navigating the legal framework of the probate court requires the services of an experienced attorney. Contact us to learn more.

Home Based Will-Signing Parties
Appropriate for Young Parents with little time on their hands, Will-Signing Parties offer an innovative, convenient, inexpensive, and private way to accomplish the important task of writing a will.

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