Our concept is a little bit different than other, more traditional, tax clinics out there. In addition to providing tax relief services, we have identified a need for other programs, as well. Years of interacting with taxpayers who frequent VITA sites have unveiled an interesting current that runs throughout the community: the need for estate planning (and probate) services. In many cases, client assets are few and far between, but planning is still necessary to make the distribution of those assets as flawless and seamless as possible.

Low-income estate planning may seem unorthodox and counterintuitive. However, estate planning includes more than just creating a will and setting up trusts. What happens when a taxpayer falls ill and is hospitalized without a living will? What happens when a taxpayer loses the capacity to make decisions for him or herself, and has no powers of attorney to appoint a custodian? What happens when a taxpayer falls ill and has no healthcare directives to advise family and physicians of his or her wishes? We want these questions to be a thing of the past.

Low-income taxpayers should not face barriers to obtaining these, and other, important legal documents simply because they are typically too cost prohibitive (or seemingly overwhelming). We will guide our clients through the necessary steps, and help them to create a life and estate plan to minimize stress in trying times.

If you are interested in learning more about how estate planning can be beneficial for you and your family, please complete our Estate Planning Inquiry form. We would be happy to discuss the benefits of having essential estate planning documents and the options you have in creating a plan. 

Why Would Low Income Taxpayers Need Estate Planning Services?

PEOPLE'S TAX CLINIC

 A 501(c)(3) Non Profit Organization