Estate Planning in Rhode Island

RI Estate Planning Information

We make Elder Law House Calls in Rhode Island

Seniors are more active and living longer than ever before, but they have a new set of legal concerns that were rarely addressed by earlier generations. Elder Law refers to those areas of law that relate to the elderly and others facing difficult decisions. With decisions typically regarding current living situations, future medical care, estate planning and post-death issues. Elder Law focuses on the drafting of Wills and Trusts, consideration of tax issues, eligibility for state and federal benefits, nursing home care, and Advance Medical Directives.

Areas of Elder Law we handle:

• Adoptions

• Charitable Giving

• Contested Wills

• Wills and Trusts

• Durable Power of Attorney

• Estate Administration

• Estate Planning

• Guardianship

• Guardian Ad Litem

• Probate

• Irrevocable Life Insurance Trusts

• Living Will (Declaration)

• Medicaid Planning

• Mediation

• Medical Durable Power of Attorney

• Veterans Aid & Attendance Benefits

• Name Changes

• Irrevocable (living) Trusts

• Superior Court Appeals

Elder Law and Estate Planning also includes the probate process, such as guardianships, conservatorships, and the administration of decedents’ estates.

We assist our clients in their decision-making by conducting a complete review of their estate planning. Needs include when and how to pass assets to beneficiaries, the avoidance of probate, tax-saving strategies, Medicaid planning, and the availability of Veterans Aid and Attendance Benefits. We believe that it is important not only to execute the documents that will ensure that our clients’ needs are met but also to develop and maintain a relationship of trust and confidence.

We do this by ensuring that our clients needs are completed early in the process and by continuing to maintain the relationship over time. If you ever have any questions or concerns, we will always be happy to address them promptly and properly. We believe that you should at all time be completely aware of the steps we are taking and that you are involved every step of the way.

The Simplest Planning Document Can Be The Most Useful Document

We routinely prepare Durable Powers of Attorneys for clients, this process usually takes us less than thirty minutes unless the client requires special provisions. This inexpensive document often “avoids probate” during the lifetime of our client because a guardianship of a ward’s estate is not required if there is a proper “DPOA” in place. A durable power of attorney can result in savings of thousands of dollars in fees, costs and bond charges over the lifetime of the ward.

Please contact us if you are interested in Estate Planning documents, durable power of attorney, living wills or fudiciary paperwork.