Estate Planning

When it comes to estate planning, you have goals that you hope to achieve. You want to protect and preserve your assets. You want to plan for Medicaid and potential tax issues. You want to make sure your estate does not have to go through the probate process.

No matter what your goals are, the law firm of Sjoberg & Votta in Warwick, Rhode Island, can help you achieve them.

How We Handle Estate Planning

We provide customized estate planning services. When you turn to us for assistance, we will start by reviewing all of the facts. We will take the time to learn about your assets, concerns and goals. Then we will develop a plan that is personalized for you.

We believe that the level of attention we provide is unmatched. Because you will remain involved in the process, you will see how detailed we are about creating an estate plan that makes sense for you. You want to protect your home, your car, your retirement accounts and your other assets. That is our goal as well. We can also advise you about how to remain eligible for Medicaid and address other elder law concerns.

Elements of Estate Planning

Wills and trusts are the core elements of the majority of estate plans. With a will, you can outline your wishes for the division of property after you pass away. With a trust, you can help your loved ones avoid probate and protect your assets before and after death.

There are many types of trusts available, and the trust that is right for you will depend on your specific situation. You can set up an irrevocable life insurance trust to protect your life insurance proceeds; you can create a trust to provide ongoing care and support for a child or loved one. You can also create trusts to maintain the confidentiality of your beneficiaries.

Trusts and wills are just a couple of the many estate planning options available to help you feel confident about the future. We have the ability to address all matters related to establishing a guardianship or taking other steps to protect a loved one. We are also familiar with complex tax issues that frequently arise. Our lawyers can meet your estate planning needs.

Discuss Your Case With Us

Call us at 401-737-9696 or email our lawyers to schedule a consultation about estate planning.