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ESTATE AND ADVANCE CARE PLANNING
Estate and personal care planning is prudent and appropriate at any adult life stage and at any income level. Planning for your personal care and financial needs, should you become incapacitated, and planning for the management of your estate upon your death can provide you and your loved ones with peace of mind today and well into the future. Estate and personal care planning now is also far more cost-effective than unnecessary estate administration or unwanted and unnecessary medical interventions later.
We are committed to working with you to develop an individualized plan that will enable you to maximize and maintain personal choice, quality of life and dignity as you age, and minimize emotional turmoil and financial losses for you and your loved ones. We are prepared to assess your current planning needs and educate you about the various tools and approaches for estate and personal care planning.
PROBATE ADMINISTRATION
Our primary objective is to alleviate undue effort and distress for you during your period of personal loss. We will first determine whether the probate procedure is required for your case. If you have been appointed a Personal Representative or Administrator of an estate, you do have considerable legal and ethical responsibilities. We will guide you through these responsibilities and assist you with the required transactions and court proceedings. Additionally, we will insure that the process is as inexpensive and efficient as possible. If you are an heir or someone with an interest in the estate and are concerned about the estate administration or probate procedure, we will serve as your advisor and advocate until your concerns are satisfied.
GUARDIANSHIP
Although typically an option of last resort, in some circumstances, when an individual is unable to care for her financial or personal affairs, the appointment of a guardian may be the most appropriate measure to protect her welfare and wellbeing. One seeking to have a guardian appointed to care for a an allegedly incapacitated person may petition the court to declare the individual incapacitated and in need of a guardian.
If you have concerns that a loved one requires a court-appointed guardian, we can guide you through the decision-making process of determining whether this is the best option. If so, we will assist you in completing a needs assessment of the allegedly incapacitated person, petitioning the Court for appointment of a Guardian and in completing the required follow-up reporting. We also assist and advise Guardians in meeting their legal responsibilities and represent allegedly incapacitated persons who object to the guardianship proceedings.