WHAT WE DO

As a client, you seek someone with whom you feel comfortable discussing such sensitive issues as family dynamics and the transfer of wealth or succession of a family business. Many families come with unique circumstances, which is why your family may require a personalized estate plan. Here at Symons & Ratner, we promise to listen to your concerns, answer your questions, and dedicate time to devising an estate plan that efficiently accomplishes your goals.

We offer the following services in the areas of estate planning, estate and trust administration, and elder law:

 

OUR SERVICES

ESTATE PLANNING

  • Simple to Complex Wills

  • Revocable Living Trusts

  • Other Trusts

    • For the benefit of your minor children
    • For estate tax planning purposes for couples with estates valued over $5,000,000
    • To protect a child who has a spending problem or addiction
    • For charitable planning
    • For other income, gift, and estate tax planning
    • For life insurance trusts
  • Financial Powers of Attorney
  • Health Care Powers of Attorney
  • Living Wills
  • Planning for Same-Sex Couples
  • Incapacity Planning
  • Special Needs or Supplemental Needs Planning for Beneficiaries Receiving Medicaid
  • Guardianship Designations for Minor Children
  • Temporary Medical Authorization for Parents
  • Review of Current Estate Plans

 

ESTATE AND TRUST ADMINISTRATION

  • During the period after someone’s death, assisting the personal representative or trustee to collect the decedent’s assets and distribute them in accordance with the decedent’s wishes

 

ELDER LAW

  • Long-term care planning

  • Guardianships and Conservatorships

  • Veteran's Benefits: Aid & Attendance