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- Wills, Living Wills and Powers of Attorney
Basic documents to ensure that your wishes are carried out in the event of your incapacity and after your death
- Revocable Living Trusts
More detailed estate planning documents that can also serve as a lifetime property management plan
- Gift Programs and Minors’ Trusts
Trusts that facilitate transfer of wealth to family members, designed to remove
property from your estate during your lifetime by a program of annual gifts.
- Generation-Skipping Tax Planning
Careful planning can enable clients with estates over $1 million to protect
as much of their estate as possible from the 55% flat tax assessed on transfers to grandchildren and more remote descendants.
- Business Succession Planning
Plans to protect your company in the event of the death or departure of a key
employee. Involves effective use of Buy-Sell Agreements and trusts.
- Family Limited Partnerships and Limited Liability Companies
Plans that take advantage of recognized valuation and discounting techniques
to transfer interests in property or businesses to your intended recipients,
saving estate and gift taxes.
- Retirement Plan Distribution Alternatives
Protect what may be your largest single asset from forced early distribution
after your death
- Charitable Remainder and Lead Trusts
Charitable trusts can be important ways of leaving a legacy for your family
or community, but much thought should go into the design of the trust vehicle.
Save taxes and increase family income while benefiting your favorite charities
at the same time.
- Private Foundations
Another way of establishing a family or corporate identity through charitable
giving
- Estate Administration
From admission of the will to probate, through filing of estate and inheritance
tax returns, to the closing of the estate, we can assist you through these legal
steps.
- Medicaid Eligibility Planning
Assessing the current financial and family situation and making
recommendations to legally protect assets from required “spend-down” or
post-death recovery.
- Medicaid Appeals
Many people initially denied eligibility can successfully appeal that denial
through a Fair Hearing procedure.
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