Protect your future and peace of mind today
Services
Preparing your complete Plan is what we do best
Estate Planning Services
I offer a wide range of estate planning services to help you secure your future and the future of your loved ones. Her services include (among others):
- Wills & Trusts
A clear and legally binding document that ensures your wishes are honored and your loved ones are provided for. - Power of Attorney & Health Care Directives
Appoint a trusted person to make decisions on your behalf in the event of incapacitation, ensuring your medical and financial needs are met. - Asset Protection
Strategies designed to protect your wealth from taxes, creditors, and other unforeseen challenges. - Probate & Estate Administration
Guidance through the probate process to ensure the smooth transfer of assets and the fair distribution of your estate. - Charitable Giving & Philanthropy
Creating a plan to leave a legacy through charitable donations and gifts, supporting
Whether you are starting new and need a complete estate plan, or you simply wish to review
documents you currently have in place, your consultation is always complimentary.
Business Entity Services
Often our clients have their own businesses and/or have real estate and rental property investments. Choosing the right business entity is a crucial decision that can affect your legal responsibilities, tax obligations, overall business operations, as well as your estate plan. There are several types of business entities, each with its own advantages and disadvantages.
- Sole Proprietorship
A sole proprietorship is the simplest and most common type of business entity. It's ideal for single entrepreneurs who want to own and operate a business independently. - Partnership
A partnership involves two or more people who agree to run a business together. Partnerships can
be general (all partners share equal responsibility) or limited (some partners have limited liability).
- Limited Liability Company (LLC)
An LLC combines the flexibility of a partnership with the liability protection of a corporation. It is a
popular choice for small businesses and entrepreneurs.
- Corporation
A corporation is a legal entity separate from its owners (shareholders). Corporations are more
complex to set up and operate but provide robust liability protection.
- S Corporation
An S Corporation is a special type of corporation that allows profits to pass through to the owners'
personal tax returns, thus avoiding double taxation.
- Nonprofit Organization
A nonprofit organization is formed for charitable, educational, religious, or public service
purposes. Nonprofits can qualify for tax-exempt status under IRS rules.
When selecting the best business entity for your needs, consider factors such as:
- The level of personal liability you're willing to assume.
- Your plans for raising capital or adding partners.
- Your tax preferences and business structure.
- The amount of administrative work and ongoing compliance you can handle.
What About Medicaid?
If you or a loved one cannot self-pay for long term care and you did not purchase long term care insurance, you made need to consider qualifying for Medicaid for long term care. We specialize in both long term planning (have more than 30 days to qualify) and emergency planning (have less than 30 days to qualify) for Medicaid qualification for long term
Emergency Medicaid Eligibility
In urgent situations, Medicaid eligibility can be tricky to navigate. We will work with you to quickly evaluate your financial and medical situation, helping you meet the necessary criteria for Medicaid coverage. We will guide you through each step of the process, reducing stress during an already difficult time.
Asset Protection
Protecting your assets while qualifying for Medicaid can be complex. We will help you understand strategies like asset transfers, trusts, and other planning tools that comply with Medicaid regulations to safeguard your hard-earned wealth.
Legal Assistance & Advice
Navigating Medicaid laws can be confusing. We are available to offer advice on how to structure your assets and income, as well as how to handle any legal challenges that may arise during the Medicaid planning process.
Estate Planning for Medicaid
Proper estate planning can prevent future Medicaid-related issues. We can offer guidance on wills, trusts, and other estate planning tools to protect your estate while ensuring Medicaid eligibility in the event that long-term care becomes necessary.
Why Choose Us?
- Expert Knowledge: We are well-versed in Estate Planning, Business Planning and Medicaid Planning for long term care.
- Personalized Service: We tailor our approach to fit your unique needs and circumstances.
- Compassionate Care: We understand that navigating estate planning, business planning and/or long-term care or a medical emergency can be stressful, and we are here to support you every step of the way.
- Fast and Efficient Solutions: We work quickly to help you meet all of your needs in a comprehensive, yet efficient manner.
- Affordable Solutions: We provide a range of plans to suit various budgets, with options for every stage of life. And your initial consultation is always complimentary.
We believe in creating a tailored, strategic plan that meets your specific goals. Here’s how we work with you to design an estate plan that fits your needs:
- Initial Consultation
We start by discussing your goals, family dynamics, and financial situation. This is an opportunity for us to learn about your priorities. This is complimentary to you. - Plan Development
Based on our discussions, we create a customized estate plan that aligns with your wishes. This includes legal documents, strategies for asset protection, and more. You are thoroughly instructed on the plan and the cost of the plan. You must approve of both before any work is performed. - Review & Finalization
Once your plan is drafted, we review it together, making any necessary revisions to ensure everything is in line with your goals. - Ongoing Support
We offer continued support and periodic reviews of your estate plan to ensure it remains up-to-date with any life changes or new laws.