Ketcham Law PLLC provides clients with estate and tax planning, including the strategic preparation of trusts and wills designed to minimize taxes and protect assets. Our approach is highly collaborative with clients, their families, their accountants and financial advisors to develop a tailor-made and practical plan designed to achieve an individual's or a family's specific estate planning goals. The firm can prepare wills, establish family and charitable trusts, revocable and irrevocable living trusts, and work with financial professionals to protect family wealth and with family accountants to ensure that assets are controlled and distributed effectively during one's lifetime and remain protected and properly distributed after death. Such estate planning measures ensure that the client's wishes are clear about who will receive money and other assets at the time of death and who the client wishes to distribute money and property. Careful planning avoids common pitfalls that often result in cases where assets are vulnerable to crippling tax assessments and property division under state intestate laws that can lead to results a careful plan can easily avoid.
The firm also has experience addressing elder law areas such as designating powers of attorney for elderly or infirm clients and their families, investigating and reporting instances of actual or suspected elder financial abuse (a sad, but all too common issue the firm has encountered), and living Medicaid planning.
