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Our firm provides a unique combination of will and estate planning services for our clients. Our firm has professionals with multiple licenses in the areas of law, mediation, certified public accounting, insurance, and investments, which enables us to provide our clients comprehensive advice and streamlined estate planning services. For example, we can draft your will, file your tax returns, monitor your investments and insurance, and help to protect your assets. Our will and estate planning services including the following: | ||||
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Estate Planning Documents: | ||||
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Wills: | ||||
Simple Wills | ||||
Will with children’s trust(s) | ||||
Pour-Over Wills | ||||
Codicils | ||||
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Powers of Attorney: | ||||
Statutory durable power of attorney | ||||
Medical power of attorney | ||||
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HIPPA Release | ||||
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Declaration of Guardian: | ||||
For adults | ||||
For minor children | ||||
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Living Will/Directive to physicians | ||||
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Gift Deeds | ||||
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Marital Property Agreements | ||||
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Trusts: | ||||
Tax Shelter Trusts | ||||
Martial Trusts | ||||
Living Trusts | ||||
Irrevocable Trusts | ||||
Life Insurance Trusts | ||||
Family Limited Partnerships | ||||
Grantor Retained Annuity Trusts | ||||
Charitable lead and remainder Trusts | ||||
Education Trusts | ||||
Family Foundations | ||||
Children & Grandchildren’s trusts | ||||
Pet Trusts | ||||
Trust Amendments & Revocations | ||||
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Elder law planning | ||||
Medicaid planning including “Qualified Income Trusts” | ||||
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Tax Return Services: | ||||
Gift tax returns | ||||
Trust tax returns | ||||
Estate tax returns | ||||
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Updated: December 2007 | Copyright © 2005 - 2007 Melvin Stanley Motal, LLC All Rights Reserved |
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