Welcome
The purpose of this site is to introduce you to our firm and to give you some insight into our values and how we approach our work and relationships with our clients and community, and to serve as a resource for the matters we address on this site.
Some of the things we help clients with:
- planning for possible loss of ability to make financial or medical decisions
- planning to minimize conflict in the family at client’s incapacity or death
- creating a plan to efficiently pass on property and assets at death through Wills or Trusts
- reducing / minimizing estate taxes
- planning for the possibility of long term care / nursing home costs / qualifying for medicaid
- can I prevent being subjected to unwanted medical care if I am incapacitated?
- estate taxes, do we still have to worry about them?
- how do I protect my child’s inheritance from being lost in a divorce or through poor judgment?
- my spouse / child relies on me to take care of them, who will do this if I can’t?
- protecting assets and income while qualifying for medicaid / title 19 to pay long term care costs
- why are people giving their homes to their children, and should we do that?
- Mom / Dad / a loved one is failing, what can I do to help them?
- conservatorship, what is it / can it be helpful / can we plan to avoid it?
- helping clients “avoid probate” / when that may make sense – or not
- my child / loved one is disabled, how can I benefit them and also maintain their benefits?
- tax laws have changed, do we still need a trust?
- complex family situations / blended families / second marriages / how to balance the interests?
- same sex couples – what special concerns do we have to worry about, especially if we are not married?
- older adults living together unmarried, what can we do to prevent complications?
- why a lot of assets may not be governed by your Will and how to plan for that
- how should I plan for my IRA / retirement account? Special rules
- I have a Trust but I don’t really understand it, what should I do?
- I understand tax laws have changed – can I simplify my plan?
- my spouse has died – do I need to do anything?
- Do I really need a Trust or can I have a simpler and still good plan with a Will?
- purchase and sale of real estate and management of it in an estate / trust
- I’m the trustee of a trust, what are my duties and responsibilities
- I’ve been appointed as an executor or conservator, what do I have to do?
Attorneys Andrews & Young
We listen, and don’t rush things, and want to help you think deeply about your concerns and goals.
We work to de-mystify the process of making an “estate plan”, and try to avoid jargon. We try to help you clearly see the issues you may be facing, and the choices available to you.
Helpful Articles
Message from this month’s newsletter
December 5, 2023
I recently read an article about how local towns are receiving money based on the number of “nips” (about 1.5 ounces) that are sold in the town. I think many…