Internet Will (the "I-Will") Special! $225
A basic estate protection plan, providing a Simple Will which leaves your property to your spouse and children, a financial power of attorney that gives your agent the power to handle family money matters, and a healthcare power that puts health decisions about you in the hands of y our family instead of the doctor and hospital.
Special Veterans "A&A Benefit" TrustAll Documents for $700!
Long term care expenses continue to increase each year and eat up your family's wealth. If you are a veteran or the spouse of a veteran, you may qualify for the VA's "Aid & Attendance" benefit, which provides help in paying for home health care, assisted living and nursing home expenses. One option for qualifying for the Aid and Attendance benefit is the VA Trust. Click HERE to start the Confidential Data form - print, complete and send to attorney as instructed.
What do you get for $700? We provide our Basic I-Will Estate package for the veteran or veteran's spouse, plus a special revocable trust with certain restrictive provisions that address the ownership of assets and income issues.
There are special qualification rules about how much you can own and how much income you can recieve. We work with various veteran's assistance groups who can help you complete the VA paperwork. Call for an appointment and find out if this option is for you!
Trusts for Tax, Family & Business Planning
When we design our trusts, the needs and wants of you and your family come first. A properly designed trust should help you to:
- Manage your assets outside of probate with privacy.
- Take advantage of estate tax laws to transfer assets with little or no death tax.
- Protect heirs from creditors and ex-spouses.
- Transfer the family business.
- Hold life insurance while avoiding death tax on the benefits.
- Take care of a special needs child and preserve their public benefits.
- Direct specific assets to specific persons along with your Will.
REVOCABLE TRUST
The revocable trust (also called a living trust) is set up while you are alive. Its primary purpose is to provide management of your assets if you become incompetent, and to divide you assets between your survivnig spouse and heirs at death with estate tax planning benefits.
We make our revocable trusts a little bit different from other attorneys.
The Pet Trust
Yes, you can take care of your favorite pet - dog, cat or other animal - even after you are no longer able to.
What is a Pet Trust?
The Pet Trust is a revocable trust - you can set it up while alive and it take effect on your death and becomes irrevocable.
Since it is irrevocable at your death, you need good drafting by a knowledgeable lawyer to address changes once you've passed on and can no longer give directions.
The trust has several key players:
- The trustee who is in charge of the money and verifies on a regular basis that Fido or Tabby is being taken care of and is still alive.
- The custodian who is the person with actual possession of your pet and to whom you have entrusted their care and well-being.
- The remainder beneficiary who takes whatever is left in the trust after Fido or Tabby passes on.
These trusts can be funded while you are alive or at death. It can be a separate trust agreement, or can be a sub-trust in your family revocable trust. At death of the pet, your heirs can receive the remainin trust assets, or you can direct any assets to a charity of choice, such as a pet shelter or other national pet charity.
We take pride in helping pet owners ensure the comfort and care of their pets in the event of the owner's passing, while keeping a watch on the trust assets. To learn more about this option, give us a call. We are pet lovers also.
Learn more about the estate planning process by going to one of these links:
Revocable Trust. Click HERE to learn more about the revocable trust.
Estate Terms. Learn the meaning of the "legal lingo" of estates HERE.
Top 10 Estate Planning Mistakes. Check them out HERE.
Trust Tour. Take a tour of the most common trusts HERE.
