Strategic estate planning & Estate Management to
Avoid court probate, Minimize taxes, and control medical assistance
Avoid court probate, Minimize taxes, and control medical assistance
Estate Planning isn’t just paper documents or online forms. This is our focus and passion. Your estate plan should vividly tell your life story by protecting your values and desires. Additionally, your estate plan that we create will seek to avoid court probate, minimize or eliminate estate taxes, and plan for Medical Assistance should that become necessary.
Taxes can cost your estate 40% for Federal tax and 13% to 16% for Minnesota tax. With proper estate planning many clients can avoid a portion, and sometimes avoid all, estate taxation. Our firm provides comprehensive estate tax planning as part of your estate plan. This is why I obtained a Master of Laws in Taxation from Boston University, and further studied estate taxation during my Masters of Laws in Elder Law and Estate Planning from Western New England University.
Qualifying for Medical Assistance will guarantee keeping only $3,000 of individual assets, losing 100% of all other individual assets, and virtually all monthly income. This is worse than estate taxation, and many times hits those with less wealth. Our estate plans always take possible Medical Assistance eligibility into consideration and provide legal options to avoid the government taking your assets and income.
We handle many court probate cases, but they are rarely from estate plans we draft. We sympathize with family and friends that must engage the court system to manage their loved one’s affairs. Our estate plans are drafted to avoid the courthouse, plus months of costs and delay. My years of courtroom experience and prior board certification in a litigation discipline help us effectively navigate the court system for clients.
