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Wills, Trusts & Trust Administration

Estate planning is not only the distribution of everything you have saved and own, but also the preservation of your assets from probate, unecessary taxation, and long term care expenses.  

upcoming seminars

Reduce unnecessary taxes

Learn how to structure your estate plan to achieve the most favorable taxation of your financial assets
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We Teach You How To Achieve Step Up Basis for your Beneficiaries

A proper estate plan should reduce the capital gains tax on your heirs and beneficiaries. A Trust can provide the owner control over their trust assets while at the same time providing the heirs at the death of the owner a step up basis - greatly reducing taxation and often eliminated any tax on appreciation.

we can ensure the inheritance flows to your children without it being considered marital property

Parents have concerns if a child receives an inheritance only to lose it to a subsequent divorce and the ex son-in-law or ex daughter-in-law walking away with half of the marital property including the commingled inheritance

build Protections into your estate plan

Plan with customized language for your legacy and distribution to your beneficiaries and heirs
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Download our Free Estate Planning Worksheet

There's a lot that goes into setting up a CUSTIMIZED estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
We Are Always Focused On

NURSING HOME PROTECTIONS

Investments

Learn about how to structure your investments to preserve the principal from the ups and downs of the market. Ask one of our Elder Law Attorneys the best way to allocate your investments to PREVENT the spend down or liquidation if you or your spouse needs nursing home care.

home

The primary residence can be the most valuable asset a family may own and the thought of selling it to pay for nursing home costs can be terrible. One of our Elder Law Attorneys will gladly share with you your options so that your HOME is secure and you can leave our office with peace of mind.

retirment accounts

Depending on your state law, we can show you how families apply for exemptions to keep the principal of all of your retirement accounts, from IRAs and Roth IRAs to 401ks, completely intact.

DISTRIBUTION

We know that every child is unique and therefore every distribution can be tailored to the needs of a child - whether the child is a spendthrift or credit risk to special needs - let us show you how we can help your children receive their share to the fullest.

What can be taken from you in a lawsuit

June 17, 2020 No Comments

Nick Maggard, Estate Planning Expert, Attorney, and Insurance Advisor. When it comes to liability avoidance, my clients utilize either insurance to cover the cost of …

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HAVE A FAMILY MEETING NOW

May 1, 2020 No Comments

The essential documents families want is not only a will or a trust, but clients are now much more concerned about their powers of attorneys …

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Estate Planning with Step-Children

April 30, 2020 No Comments

Including Stepchildren In Your Estate Plan Without a will or a living trust, then the state of your domicile will decide under the  intestate statute …

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