Elder Law Services

Legal Strategies For the Senior-Most People In Your Life

At Tradewell™ Tax & Financial, we believe Elder Law and Tax Law are an ever-important part of an overall retirement plan. Legal strategies can be developed for most of the major changes you or your loved ones might confront using our values-based, goal-oriented planning process.

With the assistance of Estate and Tax Attorneys located on-site, provided by Kirby Moss, our clients can work through a wide variety of outcomes that surround the special requirements of retirees:

  1. Estate income and tax minimization
  2. Incapacity planning
  3. Elder and Long-term care
  4. Wills
  5. Generational gifting
  6. Business succession planning
  7. Family Limited Partnerships
  8. Powers of Attorney
  9. Trusts

Planning A Financial Estate

An estate plan, which ensures that goals are met after someone dies, typically includes: a will; assignment of power of attorney; and a living will or health-care proxy (medical power of attorney). Everyone has a unique goal for their estate, from providing gifts to leaving a legacy to their community or faith-based institution. Our relationship with Kirby Moss provides us a unique advantage in helping our clients create a comprehensive plan for their retirement.

Sharing the Wealth

Through our relationship with Kirby Moss, we can introduce you to the benefits of Private or Community Foundations, Charitable Remainder Trusts, Donor-Advised Funds or Gift Annuities. Gifting strategies at end-of-life are of particular importance and may include UTMAs, Section 529 prepayment of tuition and college savings plans, and other gifts such as family limited partnerships or Grantor Retained Annuity Trusts. Incapacity planning addresses the presence of a durable power of attorney or successor trustee of a revocable living trust.

 

Tradewell Tax is not involved in giving legal advice. Mike Albertson, Heather Foster, and Martin Carbaugh are not attorneys. Any legal advice given is provided through qualified legal counsel. Law services provided by Kirby Moss. Kirby Moss is an independent attorney, and not affiliate with Tradewell Tax and Financial or USA Financial Securities.