Estate Planning, Inheritance & Wealth Transfer
W
hen you are planning to leave your legacy to the next generation, an experienced attorney is necessary to explain your options in a manner that is understandable to people who do not think about planning issues on a daily basis. A software will-kit, or internet questionnaire, cannot take the time necessary to completely answer all of your questions. You need to spend time discussing your wishes with a lawyer who is skilled in estate planning.
The size of your estate does not matter. Remember, it is your legacy that is being left for your loved ones. Take the time to make sure it is done correctly. Call us today for an appointment.
Creditor and divorce protection are also necessary components to explore when discussing your legacy. We will take the time to discuss ways to protect your legacy from a child's divorce and/or creditor problems. We want you to leave a legacy to your intended beneficiary, not a creditor or ex-spouse.
We can also assist with planning for a disability. We will explain issues related to Medicaid and SSI, and assist you with drafting a trust to help protect assets you have created over your lifetime. Additionally, if you are a trustee of a trust for a disabled person, we can advise on how to administer that trust to maintain government benefits.
A portion of our practice is also centered on assisting clients with long-term care issues, including Medicaid planning, planning for nursing home costs and related matters. Eligibility for Medicaid has become a predominant concern for many families, especially families with one spouse needing care and the other spouse still in the community. Attorney Vogel has also appeared as a guest on local radio programs broadcasted on WCLO AM 1230.
We are acutely aware of the importance of protecting family assets and the personal nature of the services that we are providing. Contact us today and let us construct a plan for you that will leave a legacy, not a mess.
Core Services:
- Wills, Trusts, and Powers of Attorney
- Elder Law
- Medicaid Planning
- Special Needs Trusts
- Probate Avoidance
- Estate and Gift Tax Planning
- Estate and Trust Administration
- Estate and Gift Tax Controversies
- Business Succession Planning
- Cabin / Cottage / Hunting Land Trusts
- Marital Property Agreements
- Asset Protection Planning
- Charitable Trusts and Foundations
- Guardianships and Conservatorships
- Retirement Benefit Planning