I offer personal and confidential service regarding the preparation of Wills, Powers of Attorney and Probate related services.
Asset transfers to minimize inheritance taxes, minimize income taxes and Medicaid planning are topics of a more sophisticated nature. Most clients with significant assets, a home and financial assets, will require additional planning. This can be accomplished at a very reasonable cost in relation to the assets that can be protected.
Before a home is transferred and before any major assets are retitled, I suggest a consultation to consider the possible outcomes and consequences of the action. This is particularly important in Medicaid planning.