Estate & Protection Planning

Estate and Asset Protection PlanningAs an overall plan for the future, Wertime Guyer LLC assists clients with estate planning to establish lifetime decision makers under financial and health care powers of attorney, and develop lifetime and death protection and disposition of assets through a will and/or trust.  Everyone should have an estate plan that includes powers of attorney and a will.

Decisions about the long term care of a loved one are challenging and overwhelming.  Wertime Guyer LLC helps clients plan for future long term care needs through advice about the financial obligations for the care of a loved one, and development of an appropriate asset protection plan to minimize the impact of long term care costs.  Wertime Guyer LLC assists clients with navigating the facility and Medical Assistance financial rules imposed upon the loved one’s receipt of community and home-based services, transition from independent to assisted living to nursing care, and a change from private pay to Medical Assistance.

It is important you review your estate plan periodically, particularly when there are significant life changes such as an increase/decrease in your investment portfolio, the entry or exit from life of family or persons important to you, or health or nursing care concerns.  We recommend review of your estate plan no less than every 5 years.  As you mature and move into your “elder years” we recommend a review on an annual basis.

Wertime Guyer LLC, in the course of providing legal services for estate and long term care asset protection planning, strives to focus on what matters to the client.