Services | Estate and Charitable Planning

We work with a network of attorneys and other financial professionals on the following areas to achieve your estate and charitable planning goals. If you already have an existing relationship with an attorney, we’d be happy to work with them as well and expand our network!

Estate planning documents

It is important for clients to have updated documents that accurately reflect their estate planning wishes, as well as account for the ongoing changes to the estate tax laws.

Charitable planning

We want to make sure your charitable intentions are addressed in your estate planning, as well as how to implement these intentions throughout your life.

Elder care planning

The cost of health care is continuing to rise, especially for elder care services. We work with clients to plan for this care for themselves or for a family member.

Medicare / Medicaid planning

Medicare is the U.S. Government’s health insurance coverage program for individuals who are 65 and older. Medicaid is a health insurance coverage program for eligible individuals and families with low incomes and resources. We work with clients to understand what their eligibility is and what their options are with each program.

Real estate planning

We work with clients and their team of advisors to coordinate the following for your real estate:

Homestead exemptions
Nominee real estate trusts
Considering the proper ownership for your real estate

Asset protection planning

We work with clients and their team of advisors to consider planning strategies for maximizing the protection of your assets from creditors, as applicable.

Special needs planning

We work with clients who have individuals in their families with special needs. There are several tax, financial and life planning considerations that are unique to having a special needs individual in your family. It is very important to make sure all of your advisors coordinate their efforts for the special needs individual, as this planning can be very interrelated.

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		Services \| Estate and Charitable Planning
Overview Tax Planning and Tax Preparation — Sechrest & Bloom, LLC Investment Management Planning Estate and Charitable Planning Insurance Planning Retirement Planning Employer and Concentrated Stock Planning Education Planning Employee Benefits Planning Business Planning Identity Theft Prevention Planning Secure, On-Line Client Portal		We work with a network of attorneys and other financial professionals on the following areas to achieve your estate and charitable planning goals. If you already have an existing relationship with an attorney, we’d be happy to work with them as well and expand our network! Estate planning documents It is important for clients to have updated documents that accurately reflect their estate planning wishes, as well as account for the ongoing changes to the estate tax laws. Charitable planning We want to make sure your charitable intentions are addressed in your estate planning, as well as how to implement these intentions throughout your life. Elder care planning The cost of health care is continuing to rise, especially for elder care services. We work with clients to plan for this care for themselves or for a family member. Medicare / Medicaid planning Medicare is the U.S. Government’s health insurance coverage program for individuals who are 65 and older. Medicaid is a health insurance coverage program for eligible individuals and families with low incomes and resources. We work with clients to understand what their eligibility is and what their options are with each program. Real estate planning We work with clients and their team of advisors to coordinate the following for your real estate: Homestead exemptions Nominee real estate trusts Considering the proper ownership for your real estate Asset protection planning We work with clients and their team of advisors to consider planning strategies for maximizing the protection of your assets from creditors, as applicable. Special needs planning We work with clients who have individuals in their families with special needs. There are several tax, financial and life planning considerations that are unique to having a special needs individual in your family. It is very important to make sure all of your advisors coordinate their efforts for the special needs individual, as this planning can be very interrelated.