WILLS, TRUSTS, ESTATE PLANNING, HEALTH CARE DIRECTIVES AND ELDER LAW
If you own one or more homes, have a life insurance policy, have savings, then you must make sure that those assets will pass to your loved ones when you are gone.
Many individuals do not realize that the intestacy laws, and rules of probate court could result in your property being distributed to people that you did not want to give your property to. A properly drafted will and trust can provide protection from taxes, creditors, former spouses, and can provide for financial security for your spouse and children.
If you do not have a will, or if you have not reviewed your will in the last five years, or if you have remarried, have additional children or grandchildren, have new homes or other assets, then your estate plan should be reviewed. I am prepared to help you with this.
If you are about to have surgery or if you contemplate entering a nursing home in the near future, you should review your financial situation and your health care directives. There are ways to protect your assets but they generally require planning years in advance. Having the proper documents in place assures that important decisions concerning your health and your property will be carried out as you would direct, not as others may dictate