Back Mountain Estate Planning Lawyer

There are two parts to a thorough estate plan. Part one consists of documents designed to provide for your well being in the event that you become incapacitated. The documents in part two identify who will receive your property after your death, name guardians for minor children, and set forth funeral arrangements. At minimum every person should have a basic will, health care proxy, and durable power of attorney.

When appropriately created, your estate plan will transfer property to your beneficiaries quickly and minimize taxes. There are a number of ways to transfer property. Some methods provide for a change in ownership while you are alive and others provide for an inheritance upon your death. Some methods will require “probate,” or court involvement, while others do not. In order to choose among the options, you need to determine your estate planning goals. Other factors, such as your age, health, and wealth, are also important considerations for your estate plan.

Whether you need to update existing documents or create an estate plan for the first time, Bernard Walter will begin by discussing your estate planning goals with you. With a clear understanding of your wishes and personal situation, Bernard Walter will help develop a comprehensive plan that addresses all of your needs and provides you with peace of mind.

Trust and Estate Attorney

The death of a loved one is a difficult and emotional time. Amidst all of the grief, those left behind are tasked with winding up the decedent’s estate. There are numerous duties that must be completed precisely and promptly; for example, the property of the estate must be accounted for, paperwork must be completed, taxes must be filed, debts must be paid, and assets must be distributed in accordance with the estate plan. Many who are named as executor or successor trustee find that it is an overwhelming process.

As the executor or successor trustee you are tasked with an important role. You may not know what to do or how to begin the time consuming process of winding up the decedent’s affairs. You may also find yourself needing to support your family as they deal with the loss or wish to take the time to properly mourn your loved one yourself. Bernard Walter will be with you every step of the way, ensuring that the decedent’s wishes are being carried out in accordance with their estate plan and the law.

Elder Law NEPA

Unlike most other legal specialties, elder law is defined by the specific segment of the population served, not the particular type of legal issues. Older Americans and their families have unique legal challenges, and Bernard Walter takes a holistic approach to developing solutions. He seeks to help you create a complete life plan that will satisfy your important legal needs.

Elders have particular needs for document preparation and asset protection strategies. Bernard Walter focuses on personalized and sensitive service. Whether your goal is to protect your assets as you head into retirement, understand public benefits and assistance, or make important choices regarding long term care options, you need an experienced attorney to guide you through the process.

Medicaid / Medicare Planning

Medicaid and Medicare are public health programs for the elderly and disabled. These programs have “look back” periods in which the government reviews your finances and asset transfers during the years preceding your application. Certain property transfers can be invalidated or postpone your eligibility to receive public health benefits. Early Medicaid planning can allow you to protect your assets without delaying receipt of Medicaid or Medicare.

  • Disability Planning
  • Estate Planning
  • Grandchildren
  • Long-Term Care Insurance
  • Medicaid Rules
  • Medicaid Planning
  • Health Care Decisions
  • Medicare
  • Nursing Home Issues
  • Retirement Living