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financial planning services

Financial and Estate Planning Services

Joseph T. Buxton III, P.C. is an estate planning and elder law facility. We offer significant expertise in wealth transfer and preservation, estate administration, and business succession, in addition to the many legal issues effecting the elderly and disabled. The following is a partial list of our primary areas of practice:

medicaid planningTrust Administration

Trusts are used for many reasons — protecting assets, minimizing estate taxes, ensuring long-term care for a loved one, and providing for a favorite charity. When you establish a trust, you’re transferring property to someone who will manage your assets during your lifetime and for the benefit of your beneficiaries thereafter. Our experts offer substantial experience in trust administration. We work with you to develop solutions using a variety of trust vehicles.

Trust and Estate Taxation

Planning your estate is to distribute your assets according to your wishes after your death. Successful estate planning transfers your assets to your beneficiaries quickly and usually with minimal tax consequences. Our services range from preparation of simple wills to the administration and tax planning involved in complex estates and trusts.

Wills, Trusts and Estate Law

Estate planning can include wills and trusts, as well as powers of attorney and other documents. Our services range from preparation of simple wills to the administration and tax planning involved in complex estates and trusts. We have lawyers with extensive experience of estate planning, wills, trusts, estate administration and elder law issues. If you are in need of an estate planning lawyer with solid experience in wills & estate planning, contact us.

Wealth Preservation

The key to successful wealth preservation is advance planning. Our wealth preservation solutions help retain assets for future generations, and supplement and protect income. We help you identify and understand your wealth preservation options, and create and implement plans to preserve and protect your wealth. We welcome any further inquiries you may have concerning wealth preservation and distribution.

Medicare and Medicaid Planning

Planning for long term care is an issue important to every family. A family coping with the serious illness of one of its members can be emotionally devastated. Not the least of their concerns is the crippling financial burden that accompanies a long-term health problem. Our law office understands the laws governing Medicaid and Medicare and will assist you in preserving your financial stability.

Other Estate Planing Services we offer you are:

  • Power of Attorneys
  • Probate
  • Retirement Planning
  • Estate Administration
  • Estate and Gift Taxation
  • Estate Litigation
  • Revocable Living Trusts
  • Life Insurance Trusts
  • Financial Planning Issues
  • Guardianship Law
  • Charitable Trusts
  • Beneficiary Rights
  • Business Succession Planning
  • Conservatorships
  • Disablility Planning
  • Elder Law and Medicaid Planning

Contact TrustBuilders Law Group TODAY to schedule an appointment to discuss wills, trusts, legacy and estate planning, or, you may also attend one of our free estate planning seminars and receive a complimentary office consultation to further discuss your needs.


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Investment Advisory Services offered through 1st Global Advisors, Inc.

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