NEWS & BLOG

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Guardianships & Special Needs Trusts.

If you have a loved one who is unable to make decisions for themselves, you should consider obtaining a guardianship.

 

What is a Guardianship?

A Guardianship is the process of the court appointing a person to make decisions for another who is over the age of 18 and is unable to make their own choices due to some level of incapacity.

 

How does a Special Needs Trust Help my Loved One?

A Special Needs Trust ensures that your loved one is protected and provided for throughout their life. The Trust holds assets that would otherwise be owned by a Disabled Individual. This allows the disabled individual to be eligible for government benefits. The Trust is then used to supplement your loved one's government benefits.

 

#specialneeds #guardianship #specialneedstrust

Sign the Lease

Estate Planning; Wills & Trusts

You have worked hard to get the success and property you own. You want your family to be provided for and to have a sense of closure in the event of your passing. You should consider obtaining a Will and Trust from a diligent Estate Planning Attorney if you want a smooth transition into your later years.

Managing your Assets After Death

An effective, through, detailed Will and Trust will provide for your loved ones upon your passing. Death is an emotional event for surviving loved ones, an effective Estate Plan will help mitigate the risks associated with death and prevent potential conflicts. Your later years should be filled with peace, rest, and fulfilment. Retain an Estate Planning Attorney today to assist you with managing your assets so you can enjoy your life.

 

#estateplanning #retirement #Wills #Trusts

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Business & Estate Planning

Buy/Sell Agreements

In the event of a business partner's death or incapacity, a buy-sell agreement ensures the financial care of the deceased surviving family. It also allows the surviving partner to focus on their business, rather than the potentially overwhelming complexity of the surviving family.

Operating Agreements

A key document used by LLCs that outlines the business' financial and functional decisions. This document creates adding protections to your company and decreases your personal liability.

Charitable Foundations

Put your passion for service into action by setting up a 501c3. Your positive impact will also entitle you to Tax Exemption status such as:

  • Exemption from Federal income tax;

  • Tax-deductible contributions;

  • Possible exemption from state income, sales, and employment taxes;

  • Reduced postal rates;

  • Exemption from Federal unemployment tax; and.

  • Tax-exempt financing.