Services
CPA Tax Preparer
My income tax preparation services ensure your taxes are filed accurately and efficiently. I go beyond just filing forms—I offer strategic advice on how to reduce your tax liability through eligible deductions and credits. My goal is to help you save money while staying compliant with all tax regulations.
Elder Law
Elder law focuses on the unique legal and financial challenges that arise as we age, including long-term care planning, asset protection, and Medicaid eligibility. By working with me, you’ll receive compassionate guidance to help you navigate the complexities of aging, ensuring that your assets are protected and your care needs are met. Whether you’re planning for your own future or helping an aging loved one, I provide the legal support needed to secure Medicaid benefits, protect your family’s financial well-being, and give you peace of mind during life’s later stages.
Estate Administration
Estate administration is the process of managing and distributing a deceased person’s assets according to their will or state law. This can involve handling debts, taxes, and asset transfers. I provide compassionate and efficient legal guidance to help executors and beneficiaries navigate the complexities of estate administration, ensuring that everything is handled in compliance with legal requirements. With my support, you can manage the process smoothly and honor your loved one’s wishes while minimizing stress and delays.
Estate & Gift Tax
Estate and gift tax planning is essential for managing the transfer of wealth and minimizing tax liabilities for you and your heirs. This process involves understanding the tax implications of your estate and any gifts you make during your lifetime. By working with me, you’ll receive expert guidance to navigate complex tax laws, ensuring your estate is structured in a way that protects your assets and minimizes taxes. I help you explore strategies such as lifetime gifts, trusts, and charitable donations, empowering you to leave a lasting legacy while maximizing the financial benefits for your loved ones.
Estate Planning
Estate planning is the process of preparing for both death and incapacity, ensuring that your assets are managed and distributed according to your wishes, and that your healthcare and financial decisions are handled if you become unable to make them. By working with me, you’ll receive a personalized plan tailored to your goals—whether it’s protecting your family, minimizing taxes, or securing your future. I provide the legal guidance needed to create wills, trusts, and powers of attorney, giving you peace of mind that your affairs are in order no matter what happens.
Guardianship
Guardianship is a legal arrangement that allows an appointed individual to make decisions for someone who is unable to care for themselves, whether due to age, disability, or incapacity. I provide compassionate guidance through the guardianship process, helping you understand the legal requirements and ensuring that the best interests of the individual are prioritized. Whether you need to establish guardianship for a minor child or an adult with special needs, I will assist you in navigating the complexities of the legal system, giving you peace of mind that your loved one is protected and cared for.
Health Care Proxy and Living Will
A health care proxy and living will are essential documents that allow you to designate someone to make medical decisions on your behalf and outline your wishes for end-of-life care. These tools ensure that your health care choices are respected if you become unable to communicate them yourself. I provide personalized guidance to help you create these critical documents, ensuring that your wishes are clearly stated and legally protected, giving you and your loved ones peace of mind in difficult situations.
Medicaid Application
The Medicaid application process can be complex and overwhelming, with strict eligibility requirements and extensive paperwork. I offer guidance to help you navigate this process, ensuring all necessary documents are completed accurately and on time. By working with me, you can increase your chances of securing Medicaid benefits while protecting your assets and preserving your financial stability. Whether for long-term care or other medical needs, I’m here to help you every step of the way.
Medicaid Planning
Medicaid planning is essential for individuals seeking to secure long-term care while protecting their assets. This process involves strategizing to ensure eligibility for Medicaid benefits without depleting your savings. I provide expert guidance to help you navigate the complexities of Medicaid rules and regulations, allowing you to make informed decisions about your care options. Together, we’ll explore strategies such as asset protection, trusts, and spend-down techniques to help you qualify for necessary benefits while preserving your financial security and peace of mind.
Power of Attorney
A power of attorney is a legal document that allows you to designate someone to make financial, legal, or healthcare decisions on your behalf if you become unable to do so. This important tool ensures that your wishes are respected and that someone you trust is in control of your affairs during a time of need. I provide personalized guidance in drafting a power of attorney that meets your specific needs, ensuring it complies with legal requirements and effectively reflects your intentions. With a well-prepared power of attorney, you can achieve peace of mind knowing that your interests are protected, even when you’re not able to advocate for yourself.
Probate
Probate is the legal process through which a deceased person’s assets are distributed according to their will or state law if no will exists. This process can be complex and time-consuming, often involving court proceedings. I offer compassionate guidance through every step of the probate process, helping you navigate the legal requirements, manage estate assets, and resolve any disputes that may arise. With my support, you can ensure that your loved one’s wishes are honored while minimizing stress and uncertainty during a challenging time.
Special Needs Planning
Special needs planning ensures that individuals with disabilities receive the care and support they need without jeopardizing their eligibility for government benefits. This planning involves creating legal and financial strategies to provide for a loved one’s future while protecting their access to essential services. I offer personalized guidance in establishing special needs trusts and other tools that secure your loved one’s financial well-being without affecting their benefits. With my support, you can create a comprehensive plan that addresses their unique needs, providing peace of mind for you and your family.
Trust
Trusts are powerful legal tools that allow you to manage and protect your assets during your lifetime and ensure their distribution according to your wishes after your death. By establishing a trust, you can avoid probate, reduce estate taxes, and provide for loved ones in a structured way. I offer personalized guidance in creating various types of trusts—such as revocable living trusts, irrevocable trusts, and special needs trusts—tailored to your specific goals. With my support, you can achieve peace of mind, knowing your assets are safeguarded and your legacy is secured for future generations.
Trust Administration
Trust administration involves managing and distributing assets held in a trust according to the terms set by the trust creator. This process can be complex, requiring attention to legal and tax obligations. I offer comprehensive support in trust administration, guiding trustees through their responsibilities to ensure that assets are handled properly and beneficiaries receive their inheritances in accordance with the trust provisions. With my assistance, you can navigate the administrative tasks involved, from record-keeping to tax filings, providing peace of mind that the trust is being managed effectively and in the best interest of all parties involved.
Will
A will is a fundamental legal document that outlines how your assets will be distributed after your death and names guardians for any minor children. It serves as a key component of your estate plan, ensuring your wishes are honored. By working with me, you’ll receive personalized guidance in drafting a will that reflects your unique wishes and needs. I’ll help you navigate the legal requirements, making the process straightforward and stress-free. With a well-crafted will, you can achieve peace of mind knowing that your loved ones will be taken care of according to your intentions.
