Estate Planning:

• Wills
• Trusts
• Powers of Attorney–Financial and Medical (designed to address Alzheimer’s and Dementia)

Probate Avoidance:

• Pay on Death (POD) and Transfer on Death (TOD) Planning
• Transfer on Death Deed (for home, vacant land, vacation property)
• Creation of Revocable Trusts and assistance with funding to avoid probate

Probate and Trust Administration and Post-Death:

• Informal and Formal probate administration
• Summary Probate Proceedings
• Post Death Real Estate Documents (ex: removing a spouse’s or parent’s name from title to the home or other real estate)
• Preparing and Filing Affidavits of No Probate with original Wills
• Trust Administrations (procedures to follow to manage and distribute Trusts after death of the creators of the Trust)

Elder Law:

• Assistance with Medicaid Applications
• Planning for Long Term Care
• Determining Married and Single Exempt and Countable Assets and Divestment and Estate Planning Strategies for Spouses to Maximize Preservation of Assets
• Guardianship and Conservatorships
• Types of Real Estate Ownerships
• Preparation of Supplemental Needs Trust Wills (for couples who want to preserve assets for their children)

Residential Real Estate:

• Purchasing or Selling a Home
• Purchasing or Selling Vacant Land