Every estate plan needs a core set of documents that will protect you while you are alive and plan for your passing.
Guardianship is necessary when your loved one is unable to understand and make decisions about their finances or health. If someone does not have a validly executed power of attorney, then the court must be involved to ensure that a vulnerable individual is protected.
Anyone who wishes to be a court appointed guardian or conservator must make an application to the court. The incapacitated individual must have separate counsel.
I can help represent an incapacitated individual or caring family members who wish to become a guardian.
Probate is the process of administering a deceased loved one’s estate. Estate refers to all the property owned by a person.
Most people hold different types of property throughout their life including real property, tangible personal property, and various bank accounts. When someone dies, that property gets transferred to their family. Probate is the process of distributing property to the right people.
Probate is required when someone owns real property or has a net worth of $100,000 or more. The court will appoint a personal representative who has power to deal with creditors, inventory property, and distribute property to heirs.
There are certain deadlines and responsibilities to follow when probating an estate. I handle all aspects of the process and allow you to grieve.
Medicaid is a joint federal and state program that pays for medical costs for individuals who qualify. There are very complex rules that differ from state to state. It is important to talk to a professional so you understand whether you can qualify.
I can help families plan for the eventual need of institutionalized care by protecting assets from estate recovery.
I can help someone qualify for state assistance when immediate care in a facility is necessary.
