Estate Planning

Proper Estate Planning is a process of controlling your property during your lifetime, elder years, disability and death. Properly done it avoids probate and guardianship court, unnecessary federal estate and income taxes while providing a smooth and cost-efficient estate settlement. It can also protect assets from creditors, divorce and help qualify for Medicaid assistance with long-term care costs. We also create personal care plans and help families find, get and pay for good care in our community especially senior services while serving as their advocate.

We offer plan maintenance and education through our workshops and Sideline to Sideline Legal Services Program™,  and for those who remain in our annual maintenance program, we guarantee a low fee at death, (where most costs of estate planning occur).

We have many tools available to accomplish our clients’ goals, among them: Wills, Financial Powers of Attorney, Healthcare Powers of Attorney; Living Wills, Revocable Living Trusts, Irrevocable Trusts, iPug Trusts, Special Needs Trusts, Supplemental Needs Trusts, Medicaid Asset Protection Trusts, Irrevocable Life Insurance Trusts, Personal Care plans and proactive assistance in qualifying for Medicaid and VA benefits.