We prepare Wills– the basic planning tool. While a Will may leave property outright to beneficiaries, Wills may also include trusts for surviving family members, “testamentary” trusts. Where a Living Trust arrangement is selected, a “pour over” Will transfers the property to the Living Trust.
- Disability Planning:
As part of the estate planning package, we prepare the following documents which are key elements in planning for potential disability:
- General Statutory Power of Attorney (or limited power of attorney) to enable another to act as agent for the client.
- Medical Power of Attorney (with disclosure statements) to designate agents to make medical decisions for the client in the event the client is unable to act.
- Advanced Directive or (Living Will) to express the client’s desire to withhold or not to withhold life support.
- HIPAA Release to authorize named individuals to access the patient’s medical records and talk to the doctors.
- Appointment of Agent to Control Disposition of Remains to name individuals to authorize organ donation, cremation and other burial arrangements and is effective at death.
- Gift planning:
Judith P. Kenney & Associates, P.C., represents clients in reducing gift or estate taxes through trust planning and other planning, involving children’s trusts, corporations, partnerships and other entities.
- Beneficiary Designations:
Judith P. Kenney & Associates, P.C., assists clients in coordinating retirement planning, insurance and banking or brokerage accounts passing by beneficiary designations with the other estate planning documents for a consistent estate plan.
- Charitable Planning and Formation of Charitable Organizations and Foundations:
Our firm provides services in qualifying organizations for tax exemption as a non-profit public charity and may advise on the operation of the organization including charitable foundations and planning for supporting organizations and gifts to communities foundations.