Responsible adults should make plans for the distribution of their property on death. In the absence of a plan, state law makes these critical decisions often with results contrary to what decedents want. Lee assists clients by developing unique estate plans based on a client’s individual needs. Lee considers tax consequences, probate costs and client desires in formulating plans. Lee provides the following services:
Prepares wills, trusts, transfer on death deeds, and other documents needed to transfer property following death.
Counsels and assists clients regarding long term care, nursing home residency, Medicaid and Medicare.
Aids clients in planning for incapacity with the preparation of durable powers of attorney, health care powers of attorney, and advanced directives for health care.
Counsels regarding guardianship - the planning for the care of a minor child or incapacitated adult.