An in-depth elder law resource right at your fingertips.

You have your area of expertise and we have ours. We look to team up in the best interest of our clients and respective businesses.

Estate planning can be overwhelming. Each and every situation is different, leaving no room for cookie cutter plans. The good news is you don’t have to stress over having all the answers for your clients. We’re here to put our in-depth knowledge to work, learning about each family and recommending a plan of action tailored their needs and situation.

We specialize in helping people:

  • Set up wills and powers of attorney
  • Determine whether or not a trust is right for them
  • Plan for long-term care while protecting assets
  • Understand Medical Assistance

 




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We have a wealth of resources available.

How an Asset Protection Trust Can Protect Your Home & Savings
The average cost of nursing home care is over $9000 per month. Are your clients 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 other hot topics in estate planning and elder law.

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