Trusts & Estates
Guardianships and Powers of Attorney
The number of seniors targeted by scams, identity theft, charity fraud, online deception and undue influence increases each year. These occur in person and by phone, mail, e-mail, and social media, and target the most vulnerable. Don’t find out too late that those you...
Estate Planning is Tax Efficiency and Wealth Management
To many people estate planning is merely preparing a will to tell your executor what to do with what you own when you die. But, estate planning is more than just drafting a will. It includes tax efficiencies, wealth preservation, asset protection, efficient asset...
Caregivers Concerns
As an increasing number of seniors opt to remain in their homes with the assistance of non-family caregivers, there is an increasing risk that they could be victimized by an unscrupulous caregiver. Even if retained from a reputable source, background checked, highly...
Special Needs Trust
A Special Needs Trust can be established for a person with disabilities from birth, afflicted during their lives or resulting from an injury, in order to provide for their supplemental needs without forfeiting benefits provided by Social Security, Medicaid or other...
Life and Estate Planning for You and Your Parents
The death, disability and isolation caused by COVID-19 highlighted the need for parents and children to assess whether they have appropriate authority to care for the other’s financial and other needs if one is suffering from a medical disability or following their...
