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Estate Planning
- Discussing each client’s goals for distribution of their assets after death, including intentions for family and charity.
- Drafting Wills or Trusts, depending on which documents are proper for each specific client’s situation.
- Planning to avoid probate, minimize estate taxes, and minimize “estate recovery” when either spouse has received Medicaid.
- Coordinating the ownership and beneficiaries on all assets into one unified plan. This is especially important with retirement benefits.