Proper estate planning provides strategies to manage and protect your assets in the event of a physical or mental disability and avoid the need for a guardianship. Estate Planning also includes advice on techniques to direct property, at the time of your death, to the proper beneficiaries, while at the same time minimizing or eliminating probate costs and income and estate tax liabilities.
Our team will provide clients with a customized blend of practical advice, tax strategies, trust vehicles and other estate planning tactics and techniques to secure the benefits and protections necessary for the preservation of personal and business interests.
We routinely confront issues dealing with Medicaid/Medicare concerns, wills, gift programs, irrevocable trusts, powers of attorney, charitable trusts, probate avoidance, trust and probate administration, including issues pertaining to successor trustees, tax filings, other regulatory compliance matters.
At Lotter & Associates- our main goal is to assist, counsel and represent our clients in the best way possible. Contact the professionals at Lotter & Associates P.C. today.
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All Facets of Estate Planning and Elder Law . . .
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