We will be your advocate.

Making a plan that ensures your family and assets are protected is challenging. The good news is you don’t have to stress over all the details.

We’re here to put our in-depth knowledge to work for you. There isn’t a cookie-cutter answer – that’s why we take time to listen and learn about your situation before we recommend a plan of action tailored to you.

We can help you:

  • Plan for long-term care
  • Set up your will and powers of attorney
  • Decide whether or not a trust is right for you
  • Understand Medical Assistance
 





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I feel your firm is one of the most knowledgeable in the area. You answer phone calls very quickly and have helped us very much.

-Linda

Get a head start by reviewing the wealth of resources we have available for you.

How an Asset Protection Trust Can Protect Your Home & Savings
The average cost of nursing home care is over $9000 per month. Are you prepared? The average family doesn’t have the resources to afford it. An Asset Protection Trust may be able to help.
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Breaking The Ice: Starting the Conversation about Long-Term Care
What if your client or a family member needs care in a nursing home? What if an aging parent has Alzheimer’s disease? Life is full of uncertainties, but discussing available options is the first step in preparing.
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Veteran’s Benefits Aid & Attendance
Do your clients know there are Veteran’s benefits available to wartime veterans and their widow(er)s? Find out if they’re eligible and what benefits are available to them.
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Blog Posts

Why Do I Need a Will?
A will is the basic legal document used to protect, care for, and provide for loved ones in the event of your client’s death. Here are ten good reasons they need one.
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How to Get the Right Power of Attorney
If your client loses the ability to make their own decisions, their power of attorney may become the most important legal document they ever sign. This is what they should consider including.
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How to Avoid Medicaid Estate Recovery
Few families can afford to pay $100,000 or more to a nursing home. While Medicaid provides relief, your clients’ assets may be vulnerable to the Medicaid Estate Recovery. Protect them.
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Visit our blog for more information on the key issues in elder law and estate planning.

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