Estate Planning

Whether you are just starting a family or nearing retirement, it is important to have an estate plan. The purpose of an estate plan is to protect the assets that you’ve worked hard to earn, in case of a disability or death. Planning ahead for the security and well-being of your family can help you feel safe and secure.

At the Cerio Law Offices, we can help you transfer assets or set aside money for your family. Our estate planning lawyers work with accountants, financial planners, and tax experts when creating the best estate plan for you. We also work with the out-of-state adult children of elderly parents who need assistance in estate planning.

Determining What Works Best for You

The estate planning attorneys at the Cerio Law Offices advise and represent clients in regard to the following:

  • Simple will
  • Living will or healthcare directive
  • Revocable and irrevocable trusts
  • Special needs trusts
  • Testamentary trusts
  • Spendthrift trusts
  • Continuity of business issues
  • Guardianships and conservatorships
  • Medicaid planning and elder care
  • Probate administration

Medicaid Planning

Since Medicaid has a five year look-back penalty, it is important to promptly reallocate assets in order to avoid this penalty. The assets should be transferred through a trust or income distribution pool. If this fails to happen, you may be forced to sacrifice Medicaid coverage and spend down your assets. By keeping our clients educated, our estate planning attorneys can advise those in need of assistance with Medicaid planning.

To see how we can help you, contact an estate lawyer at the Cerio Law Offices today.