Having a comprehensive estate plan is an important way to define how your assets will be distributed upon your death, provide for the guardianship of minor children and ensure that your wishes will be followed should you become incapacitated. Some individuals may also require a business succession plan so their life’s work will pass to the appropriate individuals and their other heirs are considered in the final estate plan.
At the Law Offices of David M. Barry, we will work closely with you to analyze your financial and health care situation and fully understand your personal wishes. We will then develop a comprehensive estate plan that may include a living trust, last will and testament, tax minimization strategies, living will, health care proxy, guardianship for minor children and durable power of attorney. Once your estate plan is finalized, we will ensure that all necessary documents are executed and that any necessary individuals are fully informed.
In addition, we will work with you to ensure that your estate plan evolves to meet any new needs resulting from life events such as the birth of a child or grandchild, purchase of property, major investment acquisitions, the termination of a marriage, or moving to another state.
Our Estate Planning Services
Wills
Trusts
Health Care Proxies
Power of Attorney
Guardianship
Executor Services
Preparing Medicaid plans and applications
Review of life insurance and long term care insurance needs
