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Estate Plans for Elderly Individuals and Families

Practice Area: Estate Planning

Outcome: The client was provided a complete estate plan for a reasonable flat-fee.

Description: I have developed estate plans for elderly individuals and families that entail a very compassionate approach to distribution of assets, tax planning, and arranging for trusted ones to help with health care and financial decisions (if the client cannot make those decisions on his or her own). The documents typically used in such plans include Powers of Attorney for Health Care, Declarations for Mental Health Treatment, HIPAA Waivers, Powers of Attorney for Property, Deeds, Trusts and Wills.

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