Your Legacy Begins with a Plan
Fun fact: Between 2007-2061 approximately $59 trillion is expected to be transferred from generation to generation.
Not so fun fact: Over 50% percent of American households do not have an estate plan.
Take a deep breath because you have taken the first step in planning for your legacy, protecting your assets, and protecting your family by exploring my website.
As we go through the planning process, I make it a priority to educate you on what estate planning documents mean and what estate planning documents you will need so that you can protect yourself and your loved ones.
Estate planning can be an incredibly emotional endeavor. Planning for your loved ones in the event you or they are incapacitated and ensuring the protection of your family and assets after you have passed away is challenging on the best of days. My firm helps people understand the legal terms, complicated documents, and to prepare for the emotional experience that one day lies ahead for all of us.
Your estate plan is an effective way to convey your hopes, fears, dreams, and values to your loved ones. My goal is to help people plan for their legacy!
Last Will and Testament
Wills allow you to transfer your property, money, and homes to the people you would like to have your property after you die.
Probate
Probate is a public legal process of a court, or a government agency working on behalf of a court, supervising the transference of your assets from your ownership at the time of your death to the ownership of your beneficiaries who are living after your death.
Advance Healthcare Directive
The document called an advance healthcare directive allows you to tailor your end-of-life decisions and identify who you would like to select to implement the decisions you make for your end-of-life.
Durable Power of Attorney
The document called a durable power of attorney allows you to identify a trusted person called an agent to handle all your financial matters on your behalf if you cannot handle those matters for yourself.
Trusts
A trust is a legal document that allows people to transfer assets out of their estate during their lives, and in some instances, to continue to maintain control over their assets until their death.
Business Formation
Delaware is commonly referred to as corporate capital of America. Delaware is home to over 1.5 Million business entities. Deciding whether and when to form a business is an empowering and important decision in one’s life.
Elder Law
The document called the Miller Trust allows you to receive Medicaid benefits for long term care services if your income is above the Medicaid eligibility limit. The Medicaid Asset Protection Trust allows you to protect assets from being counted for Medicaid eligibility.
Trustee Services
Delaware is one of the most attractive jurisdictions to settle or form a trust. Delaware has a sophisticated and well-established infrastructure for trust administration.
