Family members show their dedication to each other by planning for the future. At Bazar & Associates we take pride in helping clients chart a secure path to a bright future for their spouses, partners, children and families. Whether you’re 25, 45 or 75, the best time to make a plan is now. Start today and you’ll have the best available choices for transferring wealth efficiently while minimizing taxes and maximizing peace of mind for you and your family.

Perhaps even more important than transferring assets is your designation of guardians for children and your decisions about healthcare directives and proxies. Yes, these issues are complicated, and your choices are deeply personal. That’s why we ask you to sit down with us and educate us about your family as well as your finances. Together we’ll map out a comprehensive plan to serve the people you care about most.

We also assist with Medicaid and elder care planning, ensuring long-term care and asset protection.  Bazar & Associates can help you evaluate the options for assuring a secure future for yourself and your family in case long-term care is ever required. We will also structure your plan to ensure that decisions about care and finances will always remain in the hands of people you trust.

•    Preparation of wills and trusts
•    Designation of beneficiaries
•    Financial powers of attorney
•    Designation of guardians
•    Living wills and healthcare powers of attorney
•    Special needs trusts
•    Tax planning
•    Charitable planning 
•    Asset protection planning in anticipation of Medicaid
•    Planning for Medicaid, Medicare and Social Security 
•    Disability planning
•    Guardianships
•    Special needs trusts