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Trusts, Wills, Durable Powers of Attorney, Health Care Proxies, and Living Wills are essential instruments that cater to the management and use of assets during one's lifetime, as well as the disposition of assets at death. Effective estate planning goes beyond drafting a will; it aims to minimize potential taxes and probate fees. Our objective is to offer comprehensive estate planning guidance in a straightforward and understandable format, ensuring the realization of our clients' estate planning goals.
From the establishment of joint accounts or beneficiary accounts to the creation of more intricate estate plans involving multiple trusts, we employ a range of techniques to achieve our clients' objectives with clarity and reliability. Our commitment is to craft an estate plan that addresses the unique needs of each client.
Assisted Living, Nursing Homes, and Home Care - Our services encompass planning to secure the appropriate care needed, whether at home, in an assisted living facility, or a nursing home, along with financial planning for such care. We aid clients in identifying their long-term care requirements and guide them through the process of obtaining the necessary services. Utilizing Medicaid laws and regulations, we provide counsel on methods to preserve and protect assets, representing clients in the Medicaid benefits application process.
We can assist clients in selecting a nursing home and advocate for admission to a facility of their preference. Through established relationships with nursing homes and home care agencies, we have successfully assisted numerous clients in navigating nursing home placements and securing home care services.
Our aim is to ensure the orderly and efficient disposition of assets in accordance with the decedent's estate plan, whether articulated in a Last Will & Testament or other Testamentary substitutes. In the challenging period following the loss of a loved one and beyond, we extend our assistance to clients on various fronts. This includes tasks such as gathering the decedent's assets, completing beneficiary claim forms, conducting estate tax analysis, preparing new deeds, settling claims, probating the decedent's Last Will Testament, and overseeing the entire administration process up to the final distribution of the decedent's assets.
Whether involved in a purchase or sale, we offer comprehensive representation to clients from the initial contract to the closing stage. Our services encompass the review of property inspection reports, addressing financing and title issues, and providing capital gains projections. Leveraging established relationships with local real estate brokers, appraisers, mortgage officers, and other professionals in the real estate sector, we bring valuable benefits to our clients.
We guide our clients through contract negotiations, ensuring that their concerns are effectively addressed. Ultimately, we facilitate and attend all closings, meticulously preparing closing statements for a seamless and well-managed process.
At the Law Office of Anthony G. Capozzi, we prioritize providing assistance for a diverse range of legal needs. While personal injury is not within our expertise, we recognize its importance. If your case falls outside our specialization, we would be delighted to refer you to a trusted colleague who specializes in personal injury. Our commitment is to ensure that you receive the best possible legal representation tailored to your specific needs.
Law Office of Anthony G Capozzi
440 89th Street, Suite 3A, Brooklyn, NY, 11209
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