Click on a title below to learn more:
We’ll help you establish a plan for what happens to your assets after your death or when you are no longer able to manage the assets yourself. We’ll do an overall review of your assets to ensure they will be managed in an efficient manner that is consistent with the plan we establish.
Wills and Trusts
Wills and trusts are documents you may use to state who will receive your assets after your death. These documents also name the persons responsible for managing and distributing those assets after your death.
Living Wills and Health Care Powers of Attorney
A living will is a legal document that instructs your health care providers about your wishes concerning medical procedures if you should become medically unable to make or communicate your decisions.
A Health Care Power of Attorney is executed by you to appoint an individual or agent to speak with health care providers on your behalf. This document will grant specific powers to your appointed agent, but will not give him or her the authority to override what you want in terms of treatment. You will maintain the control of your own medical care until you are unable to do so.
Financial Power of Attorney
A Power of Attorney (POA) is a written instrument by which one person, the principal, appoints another person or persons as his or her agent (sometimes referred to as an “attorney in fact”).
We gear our legal assistance to the particular needs of our senior clients and their families. Our goal is to educate our clients and their loved ones and assist them with decisions and planning unique to our aging population. Our legal assistance may include the preparation of Wills, Trusts and Powers of Attorney, as well as information concerning benefits to help pay for long term care, such as Medicaid.
We help you with the estate administration process which gathers and distributes a deceased person’s assets. It involves the filing of various documents with the Clerk of Superior Court and the payment of debts prior to any distribution to beneficiaries.
We help a court appointed General Guardian or Guardian of the Estate of an incompetent individual manage, protect, and use the income and assets of that individual for their benefit. The process includes preparing and filing accountings with the Clerk of Superior Court.
We help the Trustee of a Trust to manage, protect and use the income and assets of the Trust for the purposes specified in the trust document.
Special Needs Trusts
A Supplemental Needs Trust or Special Needs Trust is a legal document created to benefit an individual who may have a disability or condition requiring the management of funds. We can design a Trust to receive funds from your estate as a gift through your Will, or we can create a Trust to receive funds from settlements, gifts, or other sources.
We help clients select and create the most appropriate entity for their business and provide advice and assistance with the operation of their business, including the acquisitions or sales.
We help clients with divorce, equitable distribution, child custody, child support and spousal support matters.