It’s about the unique needs of your family
Effective planning will preserve your assets for your personal needs as you age and provide for long term financial health for your children, grand-children and beyond. It doesn’t matter if you have a million dollars or a twenty thousand dollars, planning for the future can still benefit you and your family.
Services that are tailored to your needs
One size does not fit all. Whether you are concerned about long term care considerations for an aging parent; coordinating medicaid eligibility; avoiding Medicare Estate Recovery Program claims; or meeting your goals for property transfer on death. From simple wills to complex and comprehensive planning, we want to provide services that fulfill our philosophy that your unique situation deserves individualized attention.
Services Include
- WILLS – SIMPLE AND COMPLEX ESTATE PLANNING
- POWER OF ATTORNEY – FINANCIAL AND/OR MEDICAL
- GIFT AND PROPERTY TRANSFER
- MEDICAID PLANNING –
- AVOIDING MERP CLAIMS – (Medicaid Estate Recovery Program)
- TRUSTS
- SPECIAL NEEDS TRUSTS
- PROBATE ADMINISTRATION
- LONG TERM CARE PLANNING