Estate Planning

Estate Planning made simple.

Our holistic approach to Estate Planning is focused on helping you achieve your goals, one step at a time! Whether you are visiting us for your first consultation or visiting us for a comprehensive estate plan review, we are ready to assist you document your wishes. With a clear understanding of the current law and the various options available, the Law Office of Joseph Marino, PC will help you structure a custom estate plan that will serve your needs for generations to come. Review our comprehensive Estate Planning Check List.

Will
Living Will
Health Care Proxy
Power of Attorney
Trusts
Charitable Giving
Gifting Plan
Generational Planning
Spend Down Plan
Trust Review
Estate Plan Review

Special Needs Planning

Do you have a loved one in your life with special needs? Are you concerned with planning for their future in your absence? The Law Office of Joseph Marino, PC can be of assistance and will work with you to structure a sound plan that will help improve the quality their life while preserving the benefits and variety of services they already receive. There are many issues to consider when planning for a loved one with special needs. Our holistic approach to special needs and estate planning extends well beyond the creation of a special needs trust.

Estate Planning Checklist

Estate Documents

Last Will and Testament
Living Will
Health Care Proxy
Power of Attorney
Trusts
Revocable Trust
Irrevocable Trust
Special Needs Trust
Charitable Trust

Insurance Documents

Medical Insurance Policy
Long Term Care Insurance Policy
Life Insurance Policy(s)
Disability Insurance Policy(s)
Recent Annuity Statement

Financial Documents

Recent Statement s for the following:

Bank Accounts
CD’s
Stock/Bond/Mutual Funds
IRA/ROTH IRA’s
401k
Defined Benefit Retirement Plan

Other information regarding monthly income:

Rental Income
Business Interests
Other:

Assets

Real Estate
Collectibles
Art
Antiques
Jewelry

Liabilities

Credit Cards
Personal Loans
Auto Loans
Other Loans
Mortgages

Personal Information:

Name:
Address:
Telephone Number:
Email Address:
Date of Birth:
Married/Divorced /Widowed
If Married, name of Spouse:
Number of Children:
Is the client living in their home?

Special Needs Trust Checklist

Estate Documents

Last Will and Testament
Living Will
Health Care Proxy
Power of Attorney
Trusts
Revocable Trust
Irrevocable Trust
Special Needs Trust
Charitable Trust

Insurance Documents

Medical Insurance Policy
Long Term Care Insurance Policy
Life Insurance Policy(s)
Recent Annuity Statement

Financial Documents

Recent Statement s for the following:

Bank Accounts
CD’s
Stock/Bond/Mutual Funds
IRA/ROTH IRA’s
401k
Defined Benefit Retirement Plan

Other information regarding monthly income:

Rental Income
Business Interests
Other:

Assets

Real Estate
Collectibles
Art
Antiques
Jewelry

Liabilities

Credit Cards
Personal Loans
Auto Loans
Other Loans
Mortgages

Personal Information:

Name:
Address:
Telephone Number:
Email Address:
Date of Birth:
Married/Divorced /Widowed
If Married, name of Spouse:
Number of Children:
Is the client living in their home?
Is there a child living in the home that has acted as a caregiver?
Is the client planning or already been admitted to a nursing home or assisted living facility?
Is the client planning or already receiving Medicaid Benefits or other public assistance?
Has a guardianship, (including ad litem) or conservatorship proceeding been started? If yes, what court?