Have you taken steps to ensure that the people you want to receive your assets will get them? If you do not, the state will decide who will inherit your estate. Do you have a plan for who will take care of you and manage your finances if you are unable to?
The process of addressing these issues is called Estate Planning. We will help you think through these important decisions and put them in writing so your wishes will be followed.
Find out how we can help you with Estate Planning
Special Needs Planning
Do you have someone in your life with a disability that you want to provide for? Special Needs Planning encompasses all the factors needed to secure the future care of a special loved one. We will help you with decision making about future care and benefits.
Find out how we can help you with Special Needs Planning
Are you considering forming, acquiring or selling a business? Are you a business owner who wants to ensure a smooth transition and continuation of a company or sale of the business when you retire, or if you become disabled or if you die? We will help you determine the best way you can protect assets and preserve the business according to your individual needs and preferences.
Find out how we can help you with Business Planning
Are you looking to minimize transfer taxes during and after your lifetime? We can help you identify which of many sophisticated techniques will enable you to maximize the wealth you transfer to your children or to other designated beneficiaries. We will thoroughly review your retirement benefits and develop strategies with you for getting the most out of your nest egg and we will prepare estate and gift tax returns, and provide assistance in resolving audits of estate and gift tax returns. We are also available to assist with income tax planning for individuals and businesses, charitable tax planning, planning with retirement accounts and planning for capital gains tax mitigation.
Find out how we can help you with Tax Planning
This specialized area of the law encompasses traditional estate planning and trust administration, such as drafting wills, trusts and advising on tax matters, and analysis and planning for government benefits such as Medicaid, Medicare and Veteran’s benefits. There is a particular focus on planning for long term care, which includes not only the use of these government benefits, but also identifying and advocating for housing, social and other financial needs.
Find out how we can help you with Elder Law
The DiGiorgio Law Firm, assists seniors with chronic care health needs and individuals with disabilities to qualify and apply for Medicaid Benefits. Medicaid is a needs based program which follows strict income and asset guidelines, and the rules can change from year to year. We can meet with clients, explain the current rules and assist with the development of a plan which would enable the client or a loved one to apply for Medicaid benefits, either at home in the community or in a nursing home.
Find out how we can help you plan for Medicaid
Estate & Trust Administration
Were you named Executor or Administrator or Beneficiary of a Will? We will provide answers and guidance on administration of assets passing under wills, administration of estates without wills, trust administration and taxes.
Find out how we can help you with Estate and Trust Administration