Where appropriate a will can address all planning needs for asset transfer following death.  In many cases, a well thought out estate plan using a Living Trust can provide for your loved ones, protect them from creditors or mismanagement, and avoid the expense, time, and loss of privacy resulting from Probate Administration.

A comprehensive estate plan must address disability planning. If you are unable to manage your financial or healthcare decisions, who will? With what instructions? Advance legal and health directives are tools to address these important concerns.

Whether administering a probate or settling a trust, your personal representative or successor trustee will be in charge of collecting assets, identifying and paying debts and taxes, and making distributions of property according to your instructions. Your chosen fiduciaries need competent and comprehensive guidance through the process.

We can help you establish a special needs trust so that eligibility for governmental benefits is preserved while at the same time providing assets to these special needs beneficiaries to supplement their lives.