Retirement and estate planning is about love of family not just money
Estate Tax Planning
Give a love letter to your family. Estate tax planning provides loved ones with clear instructions on what you want done after you pass. It takes much of the hassle and stress out of an already difficult time, and lets your family come together and focus on healing.
An attorney for wills make sure your assets go where you wish for them to go during the probate. This will prevent having the judge use a one-size fits all state statute. A Will won’t avoid probate, but it does mean that your assets are distributed in a manner that seems fair and just to the family.
Could your family benefit from hiring an attorney for trusts? If you have good family relationships, and want to make things as easy as possible for your family by avoiding probate, than a Trust could be a good choice! What a Trust means for a Client’s family is often time a less stressful or difficult time when a loved one passes away.
Our Medicaid planning experts will help a loved one go through the process to qualify for a medicaid bed without depleting the family assets to do so. What this means, is your loved one gets to preserve their legacy, and pass it on to those they love the most, rather than a nursing home.
What Our Clients Say
Trust and a Solid Reputation can only be earned with time, experience and performance. If you’re looking for a retirement and estate planning firm to help provide your family with guidance, than we hope you begin your search by reading some of our testimonials below, to see if our client’s experiences are what you are looking to find. We can talk about how hard we work to provide the best service possible, but it has much more meaning when it comes from the folks whom we have planned for in the past.
Check out one of their seminars, it's a great opportunity to start thinking about the stuff you haven't thought of and to start acting on what's important to you."
John is someone we have worked with for a number of years and we always know he will steer us in the right direction with our assets. He is very transparent and honest with what will be best for our future. Thank you John. Two great knowledgeable gentlemen in their field!!