Estate Planning
Last Will and Testament: Craft a legally binding document that outlines your wishes regarding the distribution of your assets, guardianship of minors, and more.
Revocable Living Trusts: Establish a trust that allows your assets to pass to your beneficiaries without going through probate, ensuring privacy and efficiency. A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets are passed to the beneficiaries.
Durable Power of Attorney: Establish a DPOA, or a vital legal instrument that designates someone you trust to make financial and legal decisions on your behalf if you become incapacitated or unable to act.
Healthcare Surrogate: Also known as a Healthcare Proxy or Medical Power of Attorney, allows you to appoint a trusted individual to make medical decisions on your behalf if you are unable to communicate your wishes.
Living Will: Craft a Living Will, also known as an Advance Healthcare Directive, outlines your preferences regarding medical treatment and life-sustaining measures in situations where you are unable to communicate. loved ones.
Warranty Deed: Create a legally binding document used in real estate transactions to transfer ownership rights of a property from the seller (grantor) to the buyer (grantee). This type of deed provides several key assurances. The grantor guarantees that they own the property and have the legal right to transfer it to the grantee. The grantor assures that the property is free from any outstanding liens or encumbrances that could affect the grantee’s ownership rights. The grantor pledges to defend the grantee against any future claims to the property’s title.
Lady Bird Deed: Craft a unique and flexible document used in estate planning to convey property while retaining control during one’s lifetime. This type of deed offers distinct advantages. The grantor (property owner) maintains complete control of the property during their lifetime, including the right to sell, lease, or mortgage it without the grantee’s consent. Upon the grantor’s passing, the property automatically transfers to the named grantee(s) without the need for probate, simplifying the transfer process.
Probate is a legal document that represents the first step in the legal process of administering the estate of a deceased person, resolving all claims and distributing the deceased person’s property under a will. A probate court or surrogate court then decides the legal validity of a testator’s will and grants its approval, also known as granting probate, to the executor. The probate will then become a legal instrument that may be enforced by the executor in the law courts if necessary. A probate also officially appoints the executor or personal representative, generally named in the will, as having legal power to dispose of the testator’s assets in the manner specified in the testator’s will.
Wealth and Asset Management
Wealth and Asset management is delivered to high-net-worth investors. This includes advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of hedging derivatives for large blocks of stock. Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals, small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.
Elder Law
Elder Law covers an area of legal practice that places an emphasis on those issues that affect the growing aging population. Elder Law specializes in areas of law that involve representing, counseling, and assisting seniors, and their families in connection with a variety of legal issues, from estate planning to long term care issues, with a primary emphasis on promoting the highest quality of life for the individuals.
Personal Injury Assistance
Personal injury assistance refers to the legal support provided to individuals who have suffered physical, emotional, or financial harm due to someone else’s negligence or wrongful actions. This assistance aims to help victims recover damages that can cover medical expenses, lost wages, pain and suffering, and other losses incurred as a result of the injury.
Types of Personal Injury Cases We Take:
- Car Accidents
- Slip and Falls