Elder Law and Estate Planning Resource - free consultation from www.ruoccolaw.com
Your estate planning and elder law resource At Ruocco Law Office, we recognize that each client has a unique set of circumstances and objectives. Our goal is to ensure our understanding of your situation and concerns, and partner with you in development and implementation of a plan customized to meet your needs. We believe that everyone should plan for the future, regardless of their family size, or degree of wealth. Everyone has wishes to fulfill, and objectives to achieve. We will work diligently to understand your needs and develop a plan that will meet your needs and those of your family.
Attorney Profile Katherine Ruocco is the managing principal of Rococo Law Office LLC. Katherine has more than ten years experience in the legal and financial industries. Her experience includes multi-national management consulting work at Ernst & Young LLP, authorship and development of multi-national financial services education, legal, and estate planning materials and publications at Edward Jones brokerage firm, and acting as a nationwide estate planning and wealth transfer resident expert for the Edward Jones Trust Company. Her responsibilities included educating investment representatives and clients across the country, delivery of estate planning seminars and workshops, and development of estate planning publications.
Wellcom To Ruocco Law Office Estate planning and elder law issues should be of concern to all of us. None of us will live forever, and many of us will require long term care prior to our passing away. These are not fun things to think about, but they are a reality and need to be dealt with. If planning is not done, the financial security and well being of your family may be compromised.
How can you avoid probate? can be avoided by creating and funding a living trust during your lifetime. After the trust is created, you title your assets in the name of the trust. All assets held in trust name at your death will avoid probate. The instructions that you set forth in the trust will govern how your assets are managed and/or disbursed in the case of your incapacity or death. Should you become incapacitated prior to your death, the named successor trustee will manage the trust assets as set forth in the trust document. You also can revoke or change the trust at any time prior to your death or incapacity. Using a living trust protects you from probate, protects you and your family in case of your incapacity, remains a private affair vs. being a matter of public record, and in some cases, can assist you in minimizing or eliminating estate tax.
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At Ruocco Law Office, we recognize that each client has a unique set of circumstances and objectives. Our goal is to ensure our understandi...