A Legal Professional Association
Our firm can assist the client in the area known as estate planning, wherein planning to conserve assets, limit estate taxation and avoid or minimize the probate process, or any combination of goals, may be the primary objective of the client. This may include the use of Living Trusts, along with Wills and Durable Powers of Attorney. Mr. Lane and Mrs. Burke will focus on the individual needs of the client and work with a variety of legal tools and techniques to accomplish their estate planning goals. CLICK HERE FOR MORE INFORMATION AND FORMS
Recognizing the legal needs of the elderly, Mr. Lane and Mrs. Burke have developed a practice designed to serve those needs. Important medical, financial and family decisions are often made more difficult because of confusion about Wills, Living Wills, Powers of Attorney, Trusts and Advance Medical Directives. Mr. Lane and Mrs. Burke will advise the client as to which, if any, are necessary to meet his or her goals. They can help disabled and elderly clients and their families in the orderly management of assets, taking into account the eligibility requirements for Medicaid, Medicare and other Public Benefits. CLICK HERE FOR MORE INFORMATION AND FORMS
Many people fear the process of probate and estate administration. Mr. Lane and Mrs. Burke, with the aid of their staff, will assist clients in the orderly administration of any estates so that the client does not feel burdened or confused by the complexity of the process.
Two (2) essential documents in an estate plan are the Will and Durable Power of Attorney (POA orDPOA). The will designates persons of your choice to settle your final affairs according to your wishes. APOA allows an individual of your choice to make financial decisions if you cannot make your owndecisions. This avoids a “living probate” or Guardianship if you are incompetent while you are still alive. In the event you or a loved one becomes incompetent, Mr. Lane and Mrs. Burke can guide you throughthe “living probate”/Guardianship process, assisting with the probate process and eliminating anyconfusion while you are caring for your loved one or they are caring for you.
Mr. Lane and Mrs. Burke can recommend and implement various types of trusts; whether you have adisabled child, planning for long term care or have charitable endeavors, by explaining and creatingtheses trust documents for you. Part of the estate plan, Medicaid (long term care plan) is determining what to do with what may be yourmost valuable asset – your home. Mr. Lane and Mrs. Burke can guide you through the pros and cons ofyour real estate and how best to own it or gift it away.