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Estate Planning & Elder Law

Elder Law

  • Wills & Trusts
  • Long Term Care Options
  • Insurance Assessments
  • Financial Planning Review
  • Medicaid & Medicare Review and Assessment

 

We work with other professionals and facilities to assess the best way to pay for care for the elderly. The biggest problem we’ve seen when clients are working with an Elder Law professional is that there is often a lack of communication between the Accountant, the Lawyer, the Social Worker, the Financial Planner, and the Insurance professionals. We work hand in hand to sit everyone down at the same table and develop a comprehensive plan for what works best for you and your loved ones.

Estate Planning

  • Drafting and Counseling
  • Wills & Trusts
  • Insurance Assessments
  • Financial Planning Review
  • Medicare Review and Assessment

 

We are not a “one size fits all” firm. Each client brings its own unique pieces of the puzzle to us and we offer a variety of options that assist you in putting the puzzle together. From the Accountant to the Financial Planner to the Insurance professionals, we work hand in hand to sit everyone down at the same table and develop a comprehensive plan for what works best for you and your loved ones.

Post-Divorce

  • QDROs
  • Will & Trust Updates
  • Insurance Updates
  • Beneficiary Designations
  • Financial Planning Review

 

Anyone recently divorced is going to need to update their estate plan in order to protect those assets that mean the most to the people who mean the most.

 

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