The 5 Building Blocks of a Lasting Legacy

No matter your age or stage of life, it’s essential to have a plan that works to protect what matters most to you.

Building a lasting partnership with MBH means having a dependable advisory team by your side to help lighten the load of life’s challenges—whether anticipated or unforeseen by offering our 5 Building Blocks of a lasting legacy which include:

Essential Life Documents
Wills, Trusts & Estate Planning
Probate, Estate Administration, and Litigation
Guardianships and Conservatorships
Elder Law

Essential Life Documents

The future is coming whether you plan for it or not. While life’s twists and turns can’t always be controlled, you can prepare for them. MBH creates customized Essential Life Documents packages tailored to your needs at an affordable flat fee, including:

Adult Power of Attorney: Authorizes you or a trusted adult to make financial, medical, or personal decisions for your adult child if they are unable to.
Financial Power of Attorney: Empowers a trusted individual to manage your financial affairs and protect your assets if you become incapacitated.
Healthcare Power of Attorney: Designates a representative to make medical decisions and honor your healthcare preferences when you cannot.
Advance Healthcare Directives: Combines a living will to outline your medical treatment preferences and appoints a healthcare agent for decisions if you are incapacitated.

Wills, Trusts, and Estate Planning

If you’re an adult, you have an estate—whether you’ve planned it or not. MBH helps you protect your wishes, ensuring the government doesn’t decide for you.

A. Wills and Testamentary Planning

Crafting a will with MBH ensures your intentions are carried out and loved ones are protected. Online templates often miss crucial details like state laws, family dynamics, or unique assets. MBH addresses tax implications, guardianship for minors, and tailored inheritance structures to avoid costly disputes and provide peace of mind.

B. Trusts

Trusts safeguard assets and achieve financial goals with flexible solutions to fit your needs and budget:

Revocable Trusts: Flexible, allowing changes during your lifetime.
Irrevocable Trusts: Protect assets and offer tax benefits.
Beneficiary Trusts: Support loved ones, including special needs or spendthrift trusts.
Tax Planning Trusts: Minimize taxes with strategies like GRATs or QPRTs.
Charitable Trusts: Combine family planning with philanthropy.

Probate, Estate Administration, and Litigation

MBH offers expert support for probate, estate administration, and litigation, guiding you through these complex processes with care.

Probate Services: File wills, validate their legality, and distribute assets.
Estate Administration: Handle estates without a will, appoint administrators, and distribute assets.
Resolving Complexities: Address creditor claims, asset disputes, and property valuations.
Tax Compliance: Manage estate and inheritance tax filings while minimizing tax burdens.
Probate Litigation: Resolve disputes like will challenges, asset conflicts, or executor misconduct efficiently through negotiation or litigation.

Elder Law

Elder law at MBH isn’t just for seniors—it addresses legal, financial, and healthcare challenges that arise with aging or incapacity. Our Life Care Planning services combine legal strategies with care coordination to preserve quality of life and assets.

Services include:

Long-term care planning (nursing homes, assisted living, in-home care).
Medicaid and Medicare planning to preserve assets.
Guardianships and conservatorships for incapacitated individuals.
Elder abuse protection.
Retirement, Social Security, and veterans’ benefits.

Guardianship & Conservatorship

Life’s challenges sometimes require legal guardianships or conservatorships to protect loved ones’ personal and financial well-being. MBH offers compassionate guidance through this process.

Our Services:

Establish guardianships or conservatorships for minors or incapacitated adults.
Tailored legal strategies to meet unique needs.
Skilled representation in court proceedings.
Ongoing support to navigate legal requirements.

Why Choose MBH?

To protect your vulnerable loved ones.
To preserve family harmony and avoid conflicts.
To ensure legal compliance with state law.