Consultation Fee: $300.00
Attorney Hourly Rate: 350.00/HR
ESTATE PLANNING & ELDER LAW
- Simple Last Will & Testament: $950 individual, $1,500 married +
- Complete Will Package: $1,500 individual, $2,250 married
- Living Trust: $3,250.00
- Living Will aka Advance Care Directive: $350.00
- Healthcare Proxy: $350.00
- Power of Attorney: $350.00
- Estate Planning Package: $4,250.00
- Estate Administration: starting at $3,500.00 + (Billed Hourly)
- Will Probate: starting at $3,500.00 + (Billed Hourly)
- Supplemental Needs Trust aka Special Needs Trust: $3,250.00
- Guardianships: Starting at $5,000 (Billed Hourly)
- Standby Guardianship: $350.00
- Qualified Domestic Trust (QDOT): $3,250.00 +
- Medicaid Asset Protection Trust (MAPT): $3,250.00 +
- Spendthrift Trust: $3,250.00 +
- Irrevocable Life Insurance Trust: $3,250.00 +
REAL PROPERTY
- Residential Real Estate Purchaser Closing: $1,950.00 +
- Residential Real Estate Sellers Closing: $1,950.00 +
- Commercial Real Estate Closings: $3,000.00 + Billed Hourly Rate
- Deed Transfers: $800.00 + Recording Fees
- Residential Refinance: $1,200.00 +
- Commercial Refinance: $2,500.00 +
- Residential Lease Preparation/Review: $800.00 +
- Commercial Lease Preparation/Review: $1,850.00 +
- 1031 Exchange: $2,250.00 +
- Register a Business: $1,600.00 + Filing Fees
- Buy or Sell a Business: $1,600.00 +
- Partnership Agreement: $1,200.00 +
- Contract Preparation/Review: $1,250.00 +
SIMPLE LAST WILL & TESTAMENT
$950 individual ($1,500.00 reciprocal Will for married couples)
The Last Will & Testament is a legal document that allows an individual to appoint one or more persons (the executor(s)) to manage his or her estate and distribute his or her assets to other designated individuals.
A Simple Will includes:
- A list of all of your assets
- Names of family, friends and/or charities that will receive your assets
- Guardianship information for minor children
- Guardianship information for pets
- Selection of an Executor (person that will manage your affairs after death);
- Burial or cremation instructions
COMPLETE WILL PACKAGE
Includes
- Last Will & Testament
- Advance Directive
- Healthcare Proxy
- Power of Attorney
LIVING TRUST
A living trust is a legal document created by you (the “Grantor”) during your lifetime in order to legalize your wishes regarding your assets and dependents after your death. The Living Trust, unlike a Last Will & Testament is treated as a separate legal entity. When the Trust is created, your assets are placed into the Trust. After death, probate is NOT necessary, thereby saving your family time, money and stress.
LIVING WILL
An Advance Directive (also known as a Living Will) specifies your desires to doctors and hospitals regarding medical treatments and end of life procedures in situations when you are unable to make decisions on your own
HEALTHCARE PROXY
A Healthcare Proxy allows you (the “Principal”) to appoint a third party (the “Agent”) to make healthcare decisions on your behalf if you are in a state where you are unable to make a decision for yourself
POWER OF ATTORNEY
Allows an agent to conduct financial business on behalf of the Principal. A Healthcare Proxy allows an agent to make healthcare decisions on behalf of the Principal when the Principal cannot make those decisions him or herself
ESTATE PLANNING PACKAGE
Includes
- Revocable Trust
- Last Will & Testament
- Advance Directive
- Healthcare Proxy
- Power of Attorney
ESTATE ADMINISTRATION
GUARDIANSHIP
Guardianship is a legal process used to protect individuals who are unable to care for their own well-being due to infancy, incapacity or disability. A court will appoint a legal guardian to care for an individual, known as a ward, who is in need of special protection. Legal guardians have the legal authority to make decisions for their ward and represent their ward’s personal and financial interests.
QDOT TRUST
A Qualifying Domestic Trust (QDOT) is a special kind of trust that allows taxpayers who survive a deceased spouse to take the marital deduction on estate taxes, even if the surviving spouse is not a U.S. citizen