Estate Planning & Administration
Bodie can assist with all of your Estates and Trust questions. Our lawyers have extensive experience in the preparation of estate planning documents, such as Wills, Trusts, Powers of Attorney and Health Care Directives. Our lawyers are also available to answer any of your questions about estate taxes, inheritance taxes or fiduciary income taxes.
In addition to the preparation of estate planning documents we can also represent fiduciaries obligated to administer the estates of decedents or the income and expenses for the elderly and/or disabled under trusts, guardianships, or powers of attorney.
Our attorneys also have experience with complex trust matters such as Insurance Trusts, Family Trusts, Marital Credit Shelter Trusts, “QTIP” Trusts, Special Needs Trusts, and Guardianships for disabled individuals. We are also able to assist you in navigating the Medicare and Medicaid system on behalf of an elderly parent or family member.
It is never too soon to discuss your estate planning needs. Please contact the Firm to schedule an appointment with an attorney.