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AREAS OF
PRACTICE:
ESTATE
PLANNING CONSISTS
OF:
- Wills and probate;
Trusts (marital, special needs, insurance, &
charitable);
Asset protection;
Trust and probate administration (wills,
trustees, guardianships, &
conservatorships);
Powers of attorney (general durable, financial,
medical, & living wills).
THE
PURPOSE IS TO:
- Establish a tax plan;
Establish distribution of assets;
Reduce or eliminate taxes;
Avoid or limit probate expense & delay;
Address special needs or concerns in
distribution;
Plan for disability or death;
Set retirement goals;
Plan continuation or sale of business;
Guide family, friends, & advisors.
BUSINESS
PLANNING CONSISTS
OF:
- Entity formation;
Buy-sell agreements;
Family limited partnerships.
THE
PURPOSE IS TO:
- Establish a tax plan;
Value or appraise;
Set retirement goals;
Establish succession plan;
Plan for disability or death;
Establish contingency plans.
ELDER
LAW CONSISTS
OF:
- Estate Planning
Medicaid planning;
Asset protection.
THE
PURPOSE IS TO:
- Establish eligibility requirements;
Avoid becoming destitute;
Determine assets - Countable & Exempt;
Plan for spend down;
Establish income distribution cap;
Consider asset recovery.
TAX
PLANNING CONSISTS
OF:
Planning for all areas
where tax issues will have an impact;
Addressing IRS concerns.
THE
PURPOSE IS TO:
Avoid paying
unnecessary taxes;
Avoid conflicts with the IRS.
FEE
POLICY
Each client is
different and requires individual planning. A fee
estimate will be given at the end of our initial
consultation. The amount is based on the individual
needs of the client, not on the size of the estate
or business.
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