T.J. likes to think of his firm as a caring, forward-looking, problem solving resource for legally and financially transitioning families, including today’s young family with small children, as well as individuals at or nearing retirement.
His practice is focused on guiding clients through the complicated and often confusing process of creating plans that balance family and asset protection, preserve wealth and reflect cherished family values. Through T.J.’s patience and his ability to truly listen to client concerns, he is able to translate his clients’ visions into plans that meet their desires and exceed their expectations, developing lifelong relationships with not only clients, but their families as well.
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Estate Planning for a Single Person
If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else.
Why You May Need a Trust in Addition to a Power of Attorney
While everyone should have a durable power of attorney that appoints someone to act for them if they become incapacitated, in some circumstances it is not enough. In these cases, a revocable trust can help.
You Can ‘Cure’ a Medicaid Penalty Period by Returning a Gift
Anyone who gifted assets within five years of applying for Medicaid may be subject to a penalty period, but that penalty can be reduced or eliminated if the assets are returned.