∞ ESTATE PLANNING ∞

Estate Planning

  • Last Will & Testament; Living Will; Codicils
  • Powers of Attorney; Revocations
  • Disposition of Remains; Letter of Last Instruction
  • Advanced Health Care Directive / POLST Assistance
  • Health Insurance Portability & Accountability Act (HIPAA)
  • Protections & Releases; Intent Administration Forms
  • Health Care Provider Coordination
  • Chronic Health Conditions; Geriatrics Preparation
  • Caregiver Team Building; Third-Party Neutral Support
  • Certificates of Mental Incapacity
  • Pour-Over Will; Revocable Living & Irrevocable Trusts
  • Trust Amendments; Trust Restatement; Asset Updates
  • Minor Beneficiaries: Custodianships; Conservatorships
  • Incapacitated, Financially Incapable Beneficiary Care
  • Trusts: examples
  • Disclaimer Trusts; Credit Shelters
  • Education Funding; Special Needs ; Income Cap Trusts
  • Annuity; Retirement Trusts
  • Life Insurance; Charitable Trusts
  • Asset Management & Title/Ownership Transfers:
  • Instrument Funding; Secured & Assignments of Interest
  • Intangible Property; Real and Personal Property; Gifting
  • Squatters & Evictions; Levies; Writs of Execution (etc.)
  • Business Administration; Safety Deposit Boxes
  • Cash, Securities, etc.; Insurance Policies; Storage Units
  • Minor and Incapacitated Party Assets
  • Benefits Coordination Assistance: examples
  • Asset Protections; Veterans Affairs; Medicare/Medicaid
  • Family Caregiver Services; Long-Term Care
  • Bankruptcy Ramifications
  • Independent Financial Management Planning:
  • Digital Access Support; Bank Alerts and Notifications; Budget Calendaring; Auto Payments; Cash Flow Oversight
  • Protective Proceedings: Anti - Financial Exploitation
  • Civil Litigation; Attorney Fees