LEGAL – Complete Elder Solutions

LEGAL AND FINANCIAL SERVICES:

We are associated with a team of estate planning and elder law attorneys, financial planners, and CPAs who are dedicated and highly specialized in their respective fields. With more than 30 years of combined experience, they are committed to delivering the services you and your loved ones need for peace of mind when making decisions regarding disabilities, end-of-life issues, asset protection, transfer and disposition of assets, wealth management and investments, taxes and real property before and after death. Below are some of the services they offer so that you and your family may continue living life to the fullest:

ESTATE PLANNING AND ADMINISTRATION, MANAGEMENT AND SETTLEMENT:

Wills & Trusts
Special Needs Planning & Trusts
Preparation of Advance Directives:

Durable Power of Attorney
Designation of Health Care Surrogate & HIPAA Release Authorization
Living Will
Declaration Naming Pre-Need Guardian

Delicate end-of-life matters and funeral planning
Probate Administration.

When administering and settling an estate or trust, CES works collaboratively with other trusted professionals including our clients’ personal representatives, trustees and attorneys. Whether it’s coordinating the payment of final expenses, filing insurance claims, appraising and selling property, or facilitating accountings and the distribution of assets to beneficiaries, CES’ team and associates are ready to serve.

If the preparation of individual, estate and fiduciary tax returns is a concern, our team can recommend qualified, experienced CPA’s to prepare individual, estate and fiduciary tax returns.

ESTATE PLANNING AND ADMINISTRATION, MANAGEMENT AND SETTLEMENT:

Our team of associated elder law attorneys, CPA’s, real estate brokers, financial advisors and property managers can assist the client or client’s external advisors with the following services:

Qualified Income and other Irrevocable Trusts;
Medicaid Planning & Eligibility;
Identify and manage assets and liabilities;
Organize, monitor and arrange for payment of debts and expenses.

CES - LEGAL & FINANCIAL SERVICES YOU CAN TRUST

LEGAL AND FINANCIAL SERVICES:

ESTATE PLANNING AND ADMINISTRATION, MANAGEMENT AND SETTLEMENT:

ESTATE PLANNING AND ADMINISTRATION, MANAGEMENT AND SETTLEMENT:

Contact us by filling out the form below or calling us at (833) 404-8960