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Estate Planning

Estate Planning
Our attorneys review each client’s situation and make recommendations concerning the legal tools that may achieve their goals. Our firm can assist you in understanding the various methods to distribute assets upon your death either through your probate estate or outside probate. Whether it is a last will & testament, revocable living trust, special needs trust, life estate deed, placing beneficiary designations on assets or other methods, we will review the pros and cons of the different options, draft the necessary documents and assist you in implementing the estate plan.

Living Wills and Advance Directives
There may come a point where you are unable to make medical decisions for yourself such as whether to consult a doctor, consent to a medical procedure, or make decisions concerning the withholding or withdrawal of life sustaining treatment. Our attorneys can assist you in appointing someone to make these decisions for you and providing instructions regarding the care you do or do not want to receive by drafting health care powers of attorney and living wills (also known as advance directives). If you are the health care agent or Guardian of Person, our firm can advise you in making health care decisions on the disabled’s person behalf. If you need to obtain guardianship, our firm can provide representation for the court proceedings.

Financial Power of Attorney
A financial power of attorney is a document that gives one person (the “agent”) the power to act on behalf of the person who executes it (the “principal”). The principal decides what powers he wants to give his agent and under which circumstances the agent will be authorized to act. Principals commonly authorize their agents to do things like withdraw funds from the principal’s accounts to pay bills, buy and sell securities or other property on behalf of the principal, and pull funds out of the principal’s tax-deferred retirement accounts. Additionally, many principals choose to authorize their agents to make gifts or establish and fund trusts with the principal’s assets. These powers can be very useful in tax and government benefits planning.

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What our clients say…

Testimonial1

“We were very pleased with the firms professionalism and courteous way we were treated. We would recommend your firm to our friends and family.”

Testimonial2

“Thanks so very much for all of your work with this tremendous achievement. Our family is very blessed to have you in our world and Angelo would thank you for our family if he could. Your amazing efforts and perseverance on this case were outstanding. Thank you!”

Testimonial3

“My mom and I just wanted to thank you for everything you have done for our family. We would have been lost without you, and your guidance and understanding throughout the last several months meant a lot to us. Thank you also for the kind professional courtesy on the last billing statement – that was most kind. I’m sure I’ll be calling you down the road for help later with mom (but hoping that will be a while) and with our own future planning. Thank you again for everything.”

Testimonial4

“I just want to thank you and your paralegal staff again for all the help you were to me and to my family. Your advice on the gifting process and all your work in navigating the Medicaid application in general was very greatly appreciated. Having all that work done prior to my dad’s death has made things a whole lot easier for all of us. Although he was never in a position to know anything about what was going on, I’m sure my dad would also have truly appreciated all the kindness and patience shown to us by you and your staff.”

Testimonial 5

“Many thanks to you and Kandace for all of your help during this matter. Your professionalism, helpful guidance and assistance made a trying and stressful situation much easier to handle. I would not hesitate to recommend your firm to anyone else facing elder care issues.”

Testimonial 6

“No words to express how terrific your whole team has been, both legally — and in terms of your compassion, patience, and understanding.

Thanks again!”

Testimonial 7

“Kandace was instrumental in helping my parents move into a retirement/medical facility when my Dad had his stroke. She took care of everything from finances to wills. We never could have successfully settled my parents without her guidance and knowledge. Her firm also helped my neighbor with their long term care needs as well. A-plus Service!”

C. Supik

Testimonial 8

“I have greatly appreciated Phyllis Erlich’s legal counsel since 2006 for my mother and legal needs. You have always been friendly, caring and professional. I never hesitated to recommend your law firm to my friends.”

Testimonial 9

“Phyllis and Jeannette are outstanding professionals. They were as always (we go back to ‘96) a pleasure and a blessing to work with. I’m glad to know them both.”

Testimonial 10

“Greetings Kandace…I was speaking with a client yesterday who is the third or fourth client to mention your name; praising the work you have done with their parents or significant other. Being in this business for 11 years now, it is not very common to hear constant praise for someone tied to the financial industry. Just wanted to thank you for the work that you do! Well done!”


What our clients say…

Testimonial1

“We were very pleased with the firms professionalism and courteous way we were treated. We would recommend your firm to our friends and family.”

Testimonial2

“Thanks so very much for all of your work with this tremendous achievement. Our family is very blessed to have you in our world and Angelo would thank you for our family if he could. Your amazing efforts and perseverance on this case were outstanding. Thank you!”

Testimonial3

“My mom and I just wanted to thank you for everything you have done for our family. We would have been lost without you, and your guidance and understanding throughout the last several months meant a lot to us. Thank you also for the kind professional courtesy on the last billing statement – that was most kind. I’m sure I’ll be calling you down the road for help later with mom (but hoping that will be a while) and with our own future planning. Thank you again for everything.”

Testimonial4

“I just want to thank you and your paralegal staff again for all the help you were to me and to my family. Your advice on the gifting process and all your work in navigating the Medicaid application in general was very greatly appreciated. Having all that work done prior to my dad’s death has made things a whole lot easier for all of us. Although he was never in a position to know anything about what was going on, I’m sure my dad would also have truly appreciated all the kindness and patience shown to us by you and your staff.”

Testimonial 5

“Many thanks to you and Kandace for all of your help during this matter. Your professionalism, helpful guidance and assistance made a trying and stressful situation much easier to handle. I would not hesitate to recommend your firm to anyone else facing elder care issues.”

Testimonial 6

“No words to express how terrific your whole team has been, both legally — and in terms of your compassion, patience, and understanding.

Thanks again!”

Testimonial 7

“Kandace was instrumental in helping my parents move into a retirement/medical facility when my Dad had his stroke. She took care of everything from finances to wills. We never could have successfully settled my parents without her guidance and knowledge. Her firm also helped my neighbor with their long term care needs as well. A-plus Service!”

C. Supik

Testimonial 8

“I have greatly appreciated Phyllis Erlich’s legal counsel since 2006 for my mother and legal needs. You have always been friendly, caring and professional. I never hesitated to recommend your law firm to my friends.”

Testimonial 9

“Phyllis and Jeannette are outstanding professionals. They were as always (we go back to ‘96) a pleasure and a blessing to work with. I’m glad to know them both.”

Testimonial 10

“Greetings Kandace…I was speaking with a client yesterday who is the third or fourth client to mention your name; praising the work you have done with their parents or significant other. Being in this business for 11 years now, it is not very common to hear constant praise for someone tied to the financial industry. Just wanted to thank you for the work that you do! Well done!”