Estate Planning

Success Begins With A Plan; and so does your legacy.



Beyond a Will, Estate Planning focuses on (1) Asset Protection, (2) Wealth Preservation, (3) Life Insurance Policies, and (4) other Testamentary Devices. A few examples of Estate Planning Documents include:

  • Durable Power of Attorney

    Authorizes someone else to handle certain matters such as your health care or finances, and it remains in place if you become incapacitated due to disability, an accident or illness.

  • HIPPA Authorization

    Consent obtained from an individual that permits a covered entity or business associated to use or disclose that individual’s protected health information to someone else for a purpose that would otherwise not be permitted.

  • Health Care Proxy

    A document that names someone you trust as your proxy, or agent, to express your wishes and make health care decisions for you if you are unable to speak for yourself. It is also known as a durable medical power of attorney.

  • Living Will

    A document that sets forth your preferences related to medical care, such as your refusal of or request for a specific medical treatment, in addition to the naming of a chosen agent or decision maker.

  • Revocable or Irrevocable Living Trust

    A revocable trust is a trust that the trust maker can change, amend or revoke during his or her lifetime. An Irrevocable Living Trust usually can’t be changed without a court order or the approval of all the trust’s beneficiaries.

  • Pour Over Will

    A document which names your living trust as the beneficiary, which allows any money or property still owned by you individually at death to be transferred, or poured over, into your living trust upon your death.

  • Planning Letter

    This letter outlines your instructions for how your funeral and burial should be carried out. It also lists the distribution of personal items that have sentimental value, such as family heirlooms, photographs, and books.

Elder Law


There are over fifty four million people living in the United States that are over the age of 65. This dynamic group of citizens often have special concerns that need to be addressed. Specifically, Elder Law focuses on the protection against elder abuse, neglect and fraud. More specific, Elder Law focuses on the additional medical needs that this demographic may face in the future. Those needs might include: (1) Disability and Medical Care, (2) Medicaid Planning, (3) Nursing Home and in-home care, and (4) various levels of advice, counseling and advocacy of rights.


Let us help guide you through decisions about your dependents, including your children, your assets, and your long-term care needs. When you consult with Robert Lewis Law for your Elder Law or Estate planning needs, our dedicated team will listen to your goals and work to find a solution to fit your needs.


Set up a consultation with Robert Lewis Law to learn more about our Elder Law and Estate Planning services.