Wills / Powers of Attorney
Wills & Trusts: We prepare Wills and Trusts for our clients, to help them:
- Ensure that, at death, individuals of their choosing receive the estate
- Appoint a suitable person to be in charge of the estate (the “personal representative”)
- Provide for the needs of spouses, partners and children
- Appoint a suitable guardian for a minor or disabled child or family member
- Ensure proper management of a child’s or disabled person’s inheritance through the appointment of a trustee
- Minimize estate, gift and income taxes
- Preserve the estate against nursing home and long term care expenses
Special Needs Trust: Ensure that a disabled family member is able to enjoy an inheritance while maintaining public benefits such as MaineCare (Maine Medicaid) and SSI, through the establishment of a Special Needs Trust.
- Advise clients regarding appropriate beneficiary designation on retirement plans and life insurance
- Ensure efficient and orderly administration of the estate, including, if appropriate, avoiding probate.