SERVICES

Elder Law & Long-Term Care

Practicing Elder Law requires a special, genuine care and concern for our client's situation. We are committed to representing the needs and promoting the welfare of our clients needing long-term care planning while respectfully preserving our client's integrity as we discuss potentially difficult topics during the planning process. We understand the estate planning process may be difficult or even triggering deep emotions for some of our clients. For these reasons, our firm is committed to providing a trauma-informed perspective when serving our clients.

Whether you are preparing for retirement, needing long-term care now, or you want to plan ahead for your long-term care needs, rest assured your experienced attorney will evaluate your estate and thoroughly consider the contingencies and possibilities that could affect you, your loved ones, and your assets. Your attorney will provide a comprehensive review of your assets, provide you with available strategies for each asset so you have the proper legal planning in place, and you are in the best position to navigate the years ahead according to your goals and values.

We are here to guide you through the long-term care planning process in a genuinely caring way with exceptional legal skills. 

Legacy & Generational Wealth Planning℠

Ensure your loved ones will be taken care of in every aspect with our holistic-approach and experienced estate planning attorneys. Our dedicated team understands the importance of thorough planning to safeguard your assets and legacy for the future. From preparing basic wills and trusts to complex estate planning involving taxable assets, we provide comprehensive analysis of your financials and tax implications and create an estate plan tailored to your unique needs. With our expertise and commitment to excellence, you can have peace of mind knowing that your legacy is in good hands. 

Entity Formation and Business Succession Planning

Almost anyone can hop online and create an entity or pay an online service to create the entity for you. This sounds affordable and convenient, right? Maybe so, but there are many legal issues to be discussed with trusted legal counsel before creating an entity.

We love and celebrate your entrepreneurial spirit! We want you to succeed and grow your wealth. In addition to the desire to own a business or businesses, you also need legal representation before creating an entity. You need strategic business planning based upon the law and case precedence for nuanced details that may apply specifically to you and the amount of liability protection you need for your business. You need legal counsel to discuss each type of entity available and the pros and cons of each so you make an informed decision backed by skilled legal counsel to not only create the best entity for your business ventures, but also to ensure your interests are protected and incorporated into your foundational Legacy & Generational Wealth Planning℠ to ensure your business and personal interests are in order. We also ensure your business succession plan is tailored to your goals and objectives.

Our tailored approach to entity formation and business succession law allows you to safeguard your hard-earned assets while promoting strategic growth and wealth preservation.

Asset Protection

Nothing erodes the wealth you have accumulated over a lifetime faster than no planning, poor planning, estate taxes, or a “problem beneficiary.”

By not having a plan in place or having an insufficient or out-of-date plan, your estate may be exposed to  erosion due to a variety of issues such as probate court involvement. If your estate is administered by a probate court, your estate goes through a lengthly and costly process. Probate administration costs are paid out of your estate and can add up over the process to equal quite a large amount of your estate you likely intended for your loved ones. If you have no planning in place or if your existing estate plan is over 3 years old, your estate may be subject to the probate court process.

Additionally, asset protection strategies are a vital component of the Legacy & Generational Wealth Planning℠ process if you have a large estate and/or have a "problem beneficiary. Currently, you have a large estate if your total assets exceeds the  2024 Unified Federal Tax and Gift Exemption amounts of $13,610,000 per person. Without careful and strategic asset protection planning, your remaining assets in excess of the exemptions are subject to the Federal government’s estate tax, which is currently taxed at 40%. 

What is a "problem beneficiary?" A "problem beneficiary" is a term used to identify your loved ones who will receive an inheritance from you, but there are concerns related to that particular loved one's ability appropriately manage their inheritance. Another issue is if your loved one named as a beneficiary may have addiction or legal issues, which would lead to the waste of the inheritance you want them to have.

We care about whether your beneficiaries are capable of managing the inheritance you leave them. Asset Protection strategies can be built into your Legacy & Generational Wealth Planning℠ utilizing strategies available by law, and you can include additional  limitations that you deem appropriate. 

Our goal is for you to have peace of mind in knowing your wealth can pass to your loved ones with protections you create for them in their best interest. 

Special Needs Planning

If you have a disabled child or disabled beneficiary who relies on government aid such as Medicaid to access the medical and support assistance they need, an inheritance from you could result in the loss of your disabled loved one's government benefits AND potentially the loss of the inheritance you left your disabled loved one.

However, Attorney Ashli Carroll can help you create an estate plan with special needs planning strategies that will allow you to not only protect your disabled loved one from potentially losing their much-needed government benefits, but you also protect the inheritance you intend to leave them.

Attorney Ashli Carroll is well-versed in utilizing available strategies to create a Special Needs Plan that suits your family’s needs and better protects your disabled loved ones. 

Incapacity Planning

Incapacity planning, sometimes called “Lifetime Documents,” allows you to proactively prepare for situations where you may become unable to communicate or make medical and financial decisions for yourself due to illness, injury, or other circumstances rendering you incapacitated.

By preparing incapacity documents and designating trusted individuals to make crucial medical and/or financial decisions for you if you become incapacitated, you remain in charge over who makes those decisions and direct how they are to make those decisions. Once these documents are appropriately signed, your documents will speak for you as to what you do and do not want regarding medical care and financial decision-making.

Our Legacy & Generational Wealth Planning℠ includes these lifetime documents to ensure you are prepared if you become incapacitated during your lifetime.

Veteran's Benefits  | 

Aid & Attendance Long-Term Care Planning   

We are proud and appreciative of the brave men and women who have served our country and protected our freedoms.

Our veterans deserve the benefits afforded to them by the U.S. Department of Veterans Affairs; however, the process of applying for your Veteran's benefits can be overwhelming. Attorney Ashli Carroll is an accredited Advocate with the Department of Veterans Affairs, and she stands ready to serve you, our veterans with issues such as benefit denials, requesting disability rating increase, planning for Aid and Attendance benefits for assisted living or long-term care needs, and more.