Estate Planning - Working with you to plan for your family's future. Our office will find the right estate planning tools for your own particular needs. We will listen to you and answer any questions you have to make sure we find the best solution for you to carry out your wishes.
Probates - The time period after death of a loved one can be a very difficult time to have to do legal business. Probate is the process by which assets are transferred from the person who has passed away to the beneficiaries named in his or hwer will, or to his or her heirs if there is no will or trust. Many people find probate confusing and complicated. We can help you through the process of probate with clear guidance and assistance with the legal requirements of the process. We know that the personal representative (executor) of a will is often a grieving family member and we endeavor to make the process as smooth as possible with caring support.
Guardianships/Conservatorships - If a family member requires help with their health and safety because they can no longer care properly for themselves because of illness or injury, a guardianship can help. If a loved one needs help with their finances because he or she can no longer manage finances, a conservatorship may be needed. We can discuss options and help you decide if a guardianship or conservatorship is appropriate for your family. If so, we can help you through the process of establishing a guardianship or conservatorship through the courts. We also can assist the guardian or conservator with the legal requirements of administering the guardianship or conservatorship.
Special Needs Trusts - We offer Special Needs Trusts, also known as disability trusts. The trusts allow parents, grandparents or other family members of disabled children to plan for their loved one's future. A Special Needs Trust can add to a disabled child's other services without causing that child to lose any governmental or other assistance that child is entitled to receive. A Special Needs Trust can be designed to last the disabled loved one's entire life, adding to his or her quality of life, comfort and enjoyment. Parents (or other family members) can have peace of mind, knowing that their disabled child will continue to be provided for after the parents (or other family members) are gone. Some people simply cannot handle money. This may be because of an illness or injury, an addiction, debt problems, gambling problems or pressure from spouses or others. If you want to provide for a child, grandchild or other loved one in this situations, we can help. You can speak with us confidentially about your concerns regarding family members, ones who should not be given larger amounts of money all at once.
WHATEVER YOUR NEEDS ARE WE LISTEN TO YOU!
Caring and Confidential Services