Protecting your rights in difficult times.
What will happen to your assets if you are incapable of handling your affairs? Do you have a plan to manage your affairs in the event of incapacity or manage and distribute your assets in the event of death?
We charge $100 for a one-hour consultation to collect basic information from you and discuss options depending on your individual circumstances.
To review your circumstances please call
■Last will and testament (a legal instrument that permits a person [personal representative] to make decisions on how your estate will be managed and distributed after your death)
■Revocable living trust (a relationship created where you [Grantor] nominate a person [Trustee], who is typically yourself or an alternate if your are unable to act, hold your property [trust assets] subject to certain duties to use and protect the assets for the benefit of the Grantor and the Grantor's beneficiaries)
■General durable power of attorney (where you appoint an agent over your financial affairs when you need help)
■Medical power of attorney (where you appoint an agent over your medical treatment and end of life decisions when you are unable to make your own decisions)
■Advanced directives (a document that sets forth your explicit instructions as to the acceptance/rejection of medical/surgical treatment in the event you have a terminal condition or are in a persistent vegetative state)
■Quitclaim deed (a deed transferring your ownership interest in real property during your life)
■Beneficiary deed (a deed to avoid probate which is recorded during your life and conveys your ownership interest in real property to a beneficiary upon your death)
■Planning for disabled parents or children (make sure you have a plan that addresses their future situation, such as a caregiver agreement, trust, etc.)
■Conservatorship (a court action where a person is appointed to manage your financial affairs if there is no power of attorney in place)
■Guardianship (a court action where a person is appointed to manage your "person," where you live, medical treatment, etc., if there is no power of attorney in place)
We can draft a basic will and power of attorney package for an affordable cost or create a more elaborate estate plan depending upon your individual circumstances.
The process may involve working with your financial and tax advisors to develop a plan customized for your needs. We can help with the following: