Estate Planning and Elder Law

Estate Planning

Estate plans commonly include financial and health care Powers of Attorney and Advance Directives, Wills, and may also include Revocable Living Trusts and other specific trust arrangements.

• Financial Powers of Attorney

Financial Powers of Attorney allow you to name who you would want to manage financial matters and make financial decisions for you if the need arises while you are living.

• Health Care Powers of Attorney and Advance Directives

Health Care Powers of Attorney and Advance Directives allow you to name who you would want to make health care decisions for you if you are unable to make informed health care decisions for yourself, as well as providing end-of-life care preferences.

• Wills

Wills name who you want to manage and receive your estate at your death.

• Trusts

Trusts can serve multiple purposes, including providing privacy, tax planning, special needs planning, avoiding probate, providing for ongoing management and distribution of assets in blended families and for beneficiaries who are minors, disabled, or otherwise unable to manage assets themselves.

Elder Law

Elder Law focuses on planning for long-term care and public benefits for elderly and disabled individuals.

• Medicaid Planning

Medicaid Planning focuses on the eligibility requirements to qualify for state-subsidized long-term care and disability benefits.

• Social Security Planning

Social Security Planning navigates the eligibility requirements for public assistance to disabled workers, their children and low-income, disabled individuals.

• Special Needs Planning

Special Needs Planning focuses on maximizing access to and eligibility for public benefits for individuals with disabilities.