Estate Planning, for Those You Love
Protect Your Assets: To see your gifts go to those you love.
Avoid Probate: A long, expensive, and public, process that can see our families in court and in conflict.
Provide for Loved Ones: Make sure your assets are distributed quickly and privately to your those you love.
Reduce Taxes: Minimize potential taxes so your loved ones receive the most of what you leave for them.
Provide for Incapacity: With clear instructions if, and when, you are unable to communicate your wishes.
Provide for your children: So they are well cared for, as you would want, in the event of the unthinkable.
Peace of Mind: For you now, and for those you love when you are gone.
Special Needs Trusts & Planning to care for and provide for Those You Love
Planning for the Future: By creating a legal structure that manages and protects assets for the benefit of a person with special needs. Such a Trust allows an individual, or their families, to provide financial resources for long-term care without jeopardizing crucial assistance from key government programs.
Quality of Life: A Special Needs Trust can pay for everything not provided for by government benefits. These extras can significantly improve the mental, emotional, and physical well-being, of your loved one so they can live as independently as possible while also enjoying a greater quality of life.
For a Lifetime: A Special Needs Trust can provide you with Peace of Mind because you chose to plan for their lifetime and ensured your loved one will be provided for when you are no longer here to care for them yourself.
Elder Law & The Unique Concerns of Seniors
Peace of Mind: As we become older, and wiser, we come to understand the value and importance of planning. Planning for now, and for how to preserve our assets so when we are gone, those we love can enjoy the gift of our assets rather than see healthcare costs take everything.
Financial Concerns: Handling our finances becomes increasingly important due to the unique legal and financial challenges faced by seniors. Ensuring our personal property and financial affairs are handled according to our wishes is key to achieving Peace of Mind.
Healthcare Concerns: Knowing we are cared for according to our wishes rather than hospital policy if, and when, we are unable to make medical decisions ourselves due to incapacity or serious illness is another important step toward true Peace of Mind.
Let's have these conversations today!
About Me
I'm Bill Ramos, a husband, father, grandfather, disabled USMC vet, small business owner, and attorney.
I understand the need to protect those we love.
As a husband, father, and grandfather, I understand how important it is to protect and provide for those we love.
As a disabled Marine Corp veteran, I understand how the unexpected can happen in an instant, and change your life forever.
As an attorney, I apply all I've learned personally and professionally to serve the needs of my clients.
In all these ways, I've been there, I understand.