LETS PLAN

Strategic Plan

  • Plan

  • Design

  • Integrate

  • Execute

PLANNING OVERVIEW

Incapacity and Special Needs Trusts:

A Supplemental Needs or a Special Needs Trust can be used to allow an individual who is receiving social security disability, Medicare, or other governmental benefits, to receive an inheritance or other significant sum of money without disrupting his or her benefit eligibility. We design and integrate these trusts within the family’s estate plan to ensure that the trusts are fully funded and qualified. This allows the disabled individual to continue to receive governmental benefits while still having access to the trust funds for supplemental expenses.

ASSISTING FAMILIES

Guardianships & Conservatorships:

In some instances, we assist families with establishing a guardianship or conservatorship for a minor child or a disabled individual. If possible, we try to assist our clients in planning against the need for a guardianship or conservatorship through use of a health care directive (a combination of a health care power of attorney and living will) and a financial power of attorney.

In some instances, we assist families with establishing a guardianship or conservatorship for a minor child or a disabled individual. If possible, we try to assist our clients in planning against the need for a guardianship or conservatorship through use of a health care directive (a combination of a health care power of attorney and living will) and a financial power of attorney.

Specializing in Helping people, like you, plan for your family's future.

We can help with preparing wills, trusts, powers of attorney, health care directives and with all types of probate administration.
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