Matters Most
Practice Areas
Estate Planning
Estate planning is the process of creating a plan that designates people you trust to manage your assets and health care in a crisis and manage your estate upon your death. Upon death, the plan will explain who receives your assets, as well as how they receive them, whether that is via a direct distribution or a trust. An estate plan usually involves legal documents such as wills, trusts, powers of attorney, and health care directives; however, everyone’s plan is different. Generally speaking, though, most plans focus on providing direction for your health care, protecting your assets, and providing for the orderly distribution of your estate after you pass away.
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Probate
Probate is the legal process that occurs after someone dies, in which their assets are distributed according to their will or state law. During probate, a court oversees the distribution of your assets to ensure that debts and taxes are paid. The probate process can be relatively straightforward or lengthy, complex, and expensive. Everyone’s situation is different.
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Elder Law
Long-term care planning involves creating a comprehensive plan for the future, in the event that someone requires long-term care due to age, illness, or disability. We work with our clients to evaluate their current and future needs, financial resources, and health care options for long-term care. This may involve creating legal documents such as an asset protection trust, as well as exploring options for government benefits. The goal of long-term care planning is to provide peace of mind and ensure that our clients receive the care they need, while protecting their assets and financial security.
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