You manage your assets now. How will they be managed when you're gone? If you're in retirement or considering retirement, it's critical to solidify a plan for your family. Planning is equally important if you are concerned about long term care for you or your parents, or providing for children. Not feeling a sense of urgency about estate planning?
My life experiences, training, gifts and passions have all come together in my current career. I have been in situations similar to many of my clients, and I know what will help them. 20 years ago my first husband was tragically killed in a car accident. After the initial shock, I spent years supporting my young children as they grieved, representing them in the ensuing estate dispute, and working with the trustee of their trust.
My life experiences, training, gifts and passions have all come together in my current career. I have been in situations similar to many of my clients, and I know what will help them. 20 years ago my first husband was tragically killed in a car accident. After the initial shock, I spent years supporting my young children as they grieved, representing them in the ensuing estate dispute, and working with the trustee of their trust.
Services
Why You Need an Estate Plan
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Your estate is the material culmination of your life's work. An estate plan ensures you will have some control over what happens to it when you're gone. Who will benefit from your hard work, and when? How should your estate be managed? The goal of your estate plan is to answer these questions while paying minimal taxes, legal fees and court costs.
The Smooth Sailing System
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When most people think of estate planning, they think about paperwork, morbidity, impossible decisions and legal fees. Planning the distribution of your hard earned assets is critical to your family, but usually it's just so painful. Not only is it difficult and morbid to think about your own death, it's also extremely inconvenient and time consuming.
Empower The Dream for Over 18
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Did you know that when your son or daughter turns 18 years old, you lose the legal authority to help them with legal and healthcare matters? What's worse, they are left without support they may need at a critical time. You also lose your rights to digital assets in an emergency (phone, laptop, photos, emails, etc.)
Asset Protection
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An Asset Protection Plan protects assets and care options while minimizing hassles for loved ones. The plan addresses payment of long-term care expenses while protecting assets and maximizing eligibility for Medical Assistance and options for care. We hope for the best and plan for the worst - the good news is that Medical Assistance is available if you need it, but the complex rules must be followed.
Video: Elder Law - Be Proactive
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Margaret was interviewed by Mary Hanson for her cable TV show, "The Mary Hanson Show." Mary has the longest running independent cable TV show in the country. With all that experience, Mary is great at what she does!
She asked Margaret questions many people have about elder law, paying for long term care, the documents everyone needs, etc. Mary was very interested to learn about the relatively new way of protecting assets by using an annuity acceptable to Medical Assistance.Elder law involves more than just protecting your elderly loved one's assets.
She asked Margaret questions many people have about elder law, paying for long term care, the documents everyone needs, etc. Mary was very interested to learn about the relatively new way of protecting assets by using an annuity acceptable to Medical Assistance.Elder law involves more than just protecting your elderly loved one's assets.
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