Protecting your family’s assets and ensuring your wishes are honored requires precise legal documents. Our attorneys, Anne G. Chernick (with decades of experience, including as a bank VP) and Michael J. Chernick (authorized Public Administrator), have the specialized knowledge to guide you.

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Our Key Services Include:

• Wills and Testamentary Planning: We assist with the formulation and execution of legally sound Wills, addressing critical matters like:

  • Naming a Personal Representative (Executor)

  • Detailed property distribution for all beneficiaries.

  • Making charitable bequests and discussing potential tax benefits.

  • Appointing a Guardian for minor children and managing their financial inheritances.

• Trust Formation and Administration: Trusts are a powerful tool for transferring assets and avoiding probate. We demonstrate how various types of trusts can benefit estates of all sizes, leveraging Attorney Anne Chernick’s deep expertise in trust creation and administration.

• Elder Care and Incapacity Planning: We prepare crucial documents to manage your health and finances if you become incapacitated:

  • Healthcare Proxy: Designating an agent to make medical decisions on your behalf.

  • Power of Attorney: Authorizing someone to manage your financial affairs.

  • Medicare and Medicaid Planning (including applications).