Success and Peace of Mind

Your personal and family peace of mind are our primary goals. Whether it is planing for your growing family, disabled family members or your own retirement, we are committed to providing quality service and representation.

Services

Client Counseling

Client Counseling

Issues related to aging, disability, retirement, long-term care and special needs can be complex and emotionally straining. We offer our clients and their families counseling and solutions in the following areas:

  • Estate Planning
  • Social Security Disability, Supplemental Security Income, long-term care, Medicaid and Elder Law
  • Collaborative Decision Making and Guardianship
  • End-of-Life decisions
  • Special Needs
  • Family consultation and mediation concerning elderly and disabled family members

For nearly 30 years we have helped Nevada families plan and navigate these difficult issues. We take the time to listen and fully understand your unique story in order to find the best solution for you and your family.

Estate Planning

Estate Planning is Planning for the Future

There is no way to predict the future, but there are many ways to prepare for it. It is never too early to start planning for the future and security of yourself and your family. A key step is setting up an estate plan. A thorough estate plan requires a financial assessment, including your current and retirement situation. We work with your financial planner to assess your needs and set you on the path to the best financial future you can have.

An estate plan also consists of set of written documents whereby you set forth your wishes regarding your assets should you be unable to handle your financial affairs and for distribution upon your death. We will discuss who will make health care decisions for you if you cannot communicate your wishes, who will care for any minor or disabled children upon your death and who will inherit your assets. Some of these documents may be wills, trusts, nominations of guardian and financial and health care powers of attorney.

The most important thing to know is that estate planning is not one-size-fits-all. Everyone’s wishes and needs are different. Also, your needs will change as you get older and your circumstances change, including marriage, children, disability or retirement.

Proper planning will give you peace of mind and ease the burden on your family. It can also save your family time and money and, in many cases, avoid court proceedings. Estate planning is not just for people with significant assets. It is for everyone who wants to plan for the financial and personal security and who seek peace of mind for themselves and their family.

Elder Law

Although we hope our parents and older family members planned ahead for their financial and personal security as they age, unfortunately the opposite is true. Even where there has been advanced planning, many issues may come up concerning financial security, health care decisions, management of day to day affairs, home care and assisted living decisions, long term care, estate planning and more. Our office can help you and your loved ones navigate these issues.

We can assist you with the following:

  • Guardianship and guardianship alternatives
  • Financial assessments for long term needs and care
  • Medicaid
  • Identifying Available Community Services
  • Estate Planning
  • Long Term Care
  • End of Life Decision Making
Special Needs Planning

Parents with a disabled child will necessarily be concerned about their child’s financial security and personal well being after the parents have died. Special needs planning allows parents to put a plan in place to support their children and enhance their quality of life. A plan can provide a guide for medical care and management of assets and protect assets from creditors and predators. One important component is a special needs trust that, like other trusts, will put assets in the control of a trust advisor who will take care of the disabled child’s financial needs. These trusts are known as third party special needs trusts and are funded with a parent or other person’s assets or life insurance.

If a disabled person obtains their own money, either through inheritance or through a judgment or award of money, a first party special needs trust can be used to provide management of the assets and creditor protection. These first party special needs trusts also have the added benefit of maintaining eligibility for public benefits such as Supplemental Security Income and Medicaid.

Adult Guardianship

An individual who is unable to manage his or her finances or make decisions regarding care may need a court appointed guardian to handle those matters. However, we believe guardianship should be the last solution to help the vulnerable adults in our lives. Guardianship is both expensive and restrictive and many times a group approach using a supported decision making model can achieve similar and, often, superior results.

In a supported decision making model, an individual who needs assistance chooses others who support him or her in their daily needs. These individuals can be financial advisors, attorneys, geriatric care managers, private social workers and family who can assist with investing, paying bills, and making medical decisions, among other needs. The supportive model promotes individual self-determination and independence.

Other effective alternatives to guardianship also include proper estate planning with trusts, financial powers of attorney and health care directives.

Probate and Estate Administration

Contrary to what many people believe, a will does not avoid probate.  With a valid will, that document will determine how our estate is transferred.  Without a will or with a partial will, the laws of the state you live in will determine who gets your remaining assets.  In either case, the probate court will oversee the activities to be sure that all assets are distributed properly.

The probate process is complex and can be quite lengthy.  One family member will be appointed by your will or by the court to carry out a series of activities, from notifying your creditors to inventorying your assets and then reporting back to the court before anything can be distributed to your heirs.  If family businesses or real estate are involved, the process becomes even more complicated.

If you or your family are facing a probate situation, we can help you navigate the complex probate process from start to finish.  Call or contact us today for more information.

Serving clients in Southern Nevada

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