At Estate Planning America, LLLC we promise to deliver timely, accurate, and accessible legal advice to all our valued clients. We back up this commitment with free trust reviews in plain English, complimentary in-home consultations for the mobility impaired, and an ability to streamline the probate experience to the greatest extent possible.
If our clients become involved in litigation, we offer the best prices on the island and an unwavering commitment to the best possible result under the circumstances, no matter what obstacles stand in our way. In all these interactions, our overall mission is to provide service that exceeds our clients' expectations.
If our clients become involved in litigation, we offer the best prices on the island and an unwavering commitment to the best possible result under the circumstances, no matter what obstacles stand in our way. In all these interactions, our overall mission is to provide service that exceeds our clients' expectations.
Services
1. Revocable Living Trust; Trusts are established to provide legal protection for the trustor's assets, to make sure those assets are distributed according to the wishes of the trustor, and to save time, reduce paperwork and, in some cases, avoid or reduce inheritance or estate taxes.
2. Short-form Trust Agreement; The Short-from document is used by the trustor to fund the Trust with financial accounts such as checking, savings, and brokerage accounts.Last Will and Testament; This is a legally enforceable declaration of how a person wants his property or assets to be distributed after death.
2. Short-form Trust Agreement; The Short-from document is used by the trustor to fund the Trust with financial accounts such as checking, savings, and brokerage accounts.Last Will and Testament; This is a legally enforceable declaration of how a person wants his property or assets to be distributed after death.
Most people in their twenties and thirties begin making financial plans for the future. As we get older, our priorities change from making money to protecting what we have accumulated. Elder law attorneys are here to do just that, offering a wide range of services, from wills and estate document preparation to long-term care planning to upholding the rights and dignity of individuals in such facilities.
As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow. Our law firm can help you achieve your goals, whether your business is a one-person operation or one striving for a place on the Fortune 500 list.
There are various Medicaid planning strategies, however one very useful Medicaid planning technique involves the creation of an irrevocable Medicaid Asset Protection Trust. With this type of trust one person or a married couple (called the settlor, or grantor) transfers some type of property to another person (called the trustee) to hold and manage for the benefit of one or more individuals (called the beneficiaries).
At first glance, the concept of Individual Retirement Accounts (IRA), 401(k)'s and other retirement plans seems simple enough: A structured way to save for your golden years while deferring taxes on your growing nest egg. Unfortunately, that simple idea becomes one of the most complex areas of estate planning once IRS rules are applied.
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