FALKOWSKI LAW FIRM, LLC

Planning for disability or incapacity through implementation of Financial Powers of Attorney and Health Care Powers of Attorney. These documents are extremely important for all clients over the age of 18.  If executed properly these forms can allow you to avoid the need for any Court guardianship proceedings if you would  become incompetent or be incapacitated in the future.  It is important that you select agents to serve in these important roles that you can trust and that can handle the duties of serving as a health care or financial agent.  We also can include a “living will” declaration stating your wishes if you were ever in a terminal condition or persistent vegetative state.
 

We assist clients to approve and develop a preferred estate plan to achieve family goals for individuals and couples, young and old, and for those whose worth is substantial or modest or in between. Some of our clients utilize Wills and others decide that a Revocable Living Trust is an appropriate option for them.  
 

For clients who have younger children we can help craft special trusts that pay out at certain times or at certain ages, and allow a clients named Trustee to assume responsibility for investment and spending of these trust assets.
 

For clients that have children or beneficiaries with special needs or disabilities we can help create special needs trusts (supplemental needs trusts) to receive and hold assets both during your life and/or that can be funded after your death.  This type of planning can be extremely important for beneficiaries who receive any government benefits because the direct receipt of inheritance can result in the loss of certain government benefits.
 

Assistance with ensuring client goals for family cottages, farms, and special properties.
 

Planning that is estate tax and income tax sensitive.
 

Assistance with charitable planning and goals.
 

Initiating Court guardianships or conservatorships where required.