ESTATE PLANNING & ELDER LAW

The lawyers at Woods Baker & Ross provide a complete range of estate planning and  elder law services, from simple wills to complex trust and estate plans. We go to great lengths to stay up-to-date on the most recent changes in the law to better help our clients meet their estate planning needs.  Most importantly, we spend time with our clients in order to understand their family and financial circumstances, as well as their concerns and their wishes with respect to possible incapacity and distributions of their estates.  We know that there are no one-size-fits-all solutions, so each estate planning strategy is custom-made.

Please give us a call or send an email to schedule an appointment for a comprehensive review of your estate planning needs and a review of any existing documents.  We will send out to you an information form to be completed prior to the initial meeting so we can focus on your specific planning needs.  (Don't worry, it's not mandatory homework!)  During your meeting with one of our lawyers, you may discuss some or all of the following:

* medical and financial powers of attorney

* advance directives (living wills)

* nursing home and Medicaid planning

* lifetime gifting and transfers of assets

* wills

* revocable and irrevocable trusts

* death tax planning

* life insurance

* retirement plans and annuities

* beneficiary and TOD or POD designations

Based on our initial conference, or subsequent conferences if needed, we will prepare the estate planning documents that you ask us to prepare based upon your own planning needs and comfort level.