Wills, Trusts and Probates

Every year many thousands of people die without having made adequate provision for the disposal of their estate. This leaves family and friends with problems that could have been avoided. We guide many families through the probate and Surrogates Court process, having their loved ones will approved, letters of administration issued, and their estate distributed to their heirs.

If your affairs would benefit from professional advice, we can help with all aspects of estate planning and asset preservation. We also specialize in providing advice to individuals looking forward to retirement, ensuring that their affairs are well managed and that they have done all they can to minimize their tax liability.

We also aggressively pursue insurance companies to pay life insurance benefits.

One of the most common questions we are asked is, “Can I protect my assets if I or a loved one need nursing home care?” We can show you how careful planning may protect your estate and the estate of your loved ones for future generations. Please contact us to see how we may assist you in these areas. It can be difficult to navigate the different laws and various measures that are available to you and your family, and thus it is critical to consult with a lawyer who specializes in this area to create an optimal plan for your situation. We have recently teamed with the Law Office of Nicole Zuvich. Nicole has dedicated her entire career to the areas of Medicaid and Elder Law planning.

The average cost of nursing home care can exceed $12,000 per month for only one individual. For many of our clients, Medicaid benefits will become a necessity should they or a loved one require assistance in their home and/or nursing home care. Although Medicaid is classified as a “means-based” program (an applicant can only have a certain wealth and income level), certain types of Medicaid benefits are not limited to the “poor.” Instead, with the proper estate plan and Medicaid plan in place, not only can you secure these crucial types of benefits, but you and your family can also preserve your assets in the process.

After a lifetime of work, many people look forward to enjoying their retirement with a degree of financial security. It is rare for financial security to come by chance; we can assist in the planning process. Please contact us to see how we may assist you in these areas.