We talked about issues that small businesses (and larger ones) routinely confront, including ownership strategies, entity selection, buy-sell agreements, leases, and more on Saturday March 24, 2012 at our office. Stay tuned for further announcements regarding our next seminar!
The attorneys of Neal & Wright LLC understand that every family – even those with limited financial resources and especially those who may leave behind family members with special needs – needs an estate plan. We help clients establish estate plans tailored to protect the needs of their loved ones. Whether a client simply needs to update an existing Will or is starting from scratch, the firm assists with the preparation of the Will, including any trusts. We also help our clients create powers of attorney for financial matters and advance directives for healthcare; these important documents express our clients’ wishes for their care or appoint another person to make healthcare decisions in the event of a client’s disability. If a client wishes to plan for a loved one with a disability, we can prepare a third-party special needs trust, which can protect eligibility for Medicaid, Supplemental Security Income (SSI), and other public benefits.
If you have questions about our estate planning services generally, please download, complete, and return the appropriate estate planning questionnaire (below) or contact Sherry (sherry@nealandwright.com) or Dan (dan@nealandwright.com) to schedule an initial consultation.
If you have questions specifically about special needs trusts, please download, complete, and return the special needs trust questionnaire (below) or contact Sherry at sherry@nealandwright.com.
Neal & Wright LLC Estate Planning Questionnaires:
- For Couples (PDF)
- For Individuals (PDF)
- For Special Needs Trusts (PDF)
