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Estate Planning

Estate planning involves the development of a plan for managing your assets and affairs during your lifetime, in case of incapacity, and upon your death. Every adult should have an estate plan including a will, a health care directive, and a durable power of attorney. People with even modest assets should consider wealth preservation strategies, such as the use of trusts. At Simplified Legal, we can create an estate plan that is tailored with your specific needs and goals in mind.

Simplified Legal provides quality representation for estate planning matters, including:

  • Wills
  • Revocable Living Trusts
  • Special Needs Trusts
  • Irrevocable Life Insurance Trusts
  • Irrevocable Gift Trusts
  • Charitable Trusts
  • Pre-Marital / Post-Marital Agreements
  • Durable Powers of Attorney
  • Health Care Directives
  • Guardianships & Conservatorships
  • Property Ownership & Transfers
  • Business Succession Planning
  • Charitable Giving Strategies
  • Tax Planning

Estate Administration

Following the death of a loved one, the estate of the decedent must be administered and the assets distributed to the proper beneficiaries. Simplified Legal represents clients in all aspects of probate proceedings and estate administration.

Simplified Legal provides effective representation for various estate administration matters, including:

  • Probate Proceedings
  • Trust Administration
  • Estate Taxation
  • Estate Litigation
  • Fiduciary Representation
  • Will Contests

Elder Law/Medicaid Planning

Elder Law is a rapidly growing area of the law that addresses issues affecting the elderly, including the financing of long-term care and coordination of governmental benefits (Medicaid, Medicare, Social Security, VA Benefits). Specifically, Medicaid planning allows individuals in need of long-term care to protect their assets from being diminished by the high cost of nursing home care. At Simplified Legal, we provide quality representation for a variety of elder law matters, including Medicaid planning.

Tax law

At Simplified Legal, our attorneys counsel individuals, families, businesses, estates, and trusts in tax planning and compliance matters. We regularly provide our clients with tax services and representation in all types of planning, transactions, and controversies. Our attorneys have demonstrated a record of designing and implementing creative and effective tax planning strategies suitable for each client's specific situation. In addition, our attorneys represent clients in a broad range of various civil and criminal tax controversies and litigation.

Simplified Legal provides quality representation for various tax planning and compliance matters, including:

  • Tax Liens
  • Estate Taxes
  • Like Kind Exchanges
  • Offers in Compromise
  • Real Estate Tax Appeals
  • Tax Tribunals
  • Tax Courts
  • 941 Tax Liabilities

Real Estate

At Simplified Legal, our attorneys assist clients engaged in all aspects of real estate development, investing, acquisition, financing, lending, ownership, and leasing. Our attorneys regularly represent commercial and residential property owners, developers, lenders, buyers, sellers, landlords, tenants, and property management companies. In addition, we frequently work with title companies, surveyors, brokers, appraisers, and governmental entities on an assortment of real estate matters.

Simplified Legal provides effective representation for various real estate matters, including:

  • Real Estate Sales & Purchases
  • Real Estate Closings
  • Financing
  • Land Contracts
  • Mortgages
  • Foreclosures
  • Zoning
  • Construction
  • Liens
  • Leases
  • Landlord & Tenant Disputes
  • Boundary Disputes
  • Easements
  • Title Insurance
  • Condominium Law
  • Oil & Gas Law
  • Environmental
  • Property Taxes
Testimonials Testimonal from client

"If you're looking for accounting services
that will save you time and money,
choose Simplified."
– Jef Neilson, Tuffy