Estate Planning Services
What If I Need Emergency Estate Planning Help?
Some seniors do not have the benefit of time when planning their estates and need immediate help with their finances and assets.
We have helped clients in the past protect their loved ones from an emergent need, such as:
Terminal Illness
Many people do not begin to consider estate planning until they have been diagnosed with a serious illness. As a terminal medical condition may deteriorate rapidly, estate planning should take place as soon as possible after a serious medical diagnosis.
Special Needs
If a family member needs special care, you can still provide for them after your passing with a special needs trust, also known as a supplemental needs trust. This type of trust allows income and assets to be managed for a person with a disability or illness. One key benefit is that is enables special-needs beneficiaries to keep their assets while still qualifying for government benefits like Supplemental Security Income or Medicaid.