A well-crafted Estate Plan includes power of attorney documents that name an agent that can make decisions for you when you are no longer able to.
Estate Planning
It is easy to confuse the terms “estate tax” and “inheritance tax”. Most people do not know if these terms are synonyms or if they are actually different types of taxes.
The federal estate tax is a tax on property that passes from a deceased person’s estate to their heirs. This tax affects only the wealthiest families in America.
Elder abuse is on the rise. To protect yourself and your elderly loved ones become educated in the risks and the red flags. Speak to an attorney to set up a plan.
The probate court has special time limitations relating to the filing of claims or actions. Therefore, it is essential that you retain and attorney who understands the unique rules that govern contested claims in the probate court, as quickly as possible.
The goal of an asset protection plan is to protect an individual’s assets from future creditors. The most common type of creditor who poses financial risks comes from a lawsuit or inner-family dispute.
For each client, we walk through the complete estate planning process which begins by analyzing the client’s financial circumstances and goals.
A Will is the written declaration of a person’s intentions regarding what will happen to their property upon their death. A Will governs and distributes only probate property.