Elder Law & Planning

Here is how we are different

 

We first determine the needs of your loved one; finding the right care, protecting assets, preparing a legacy plan. We then develop a strategy to meet their needs. Our #1 goal is to ensure that you have the peace of mind knowing your loved one is protected legally, emotionally and financially.  

Our practice includes:

  • Living Trust 
  • Special Needs Spousal Trust 
  • Special Needs Trust
  • Living Wills 
  • Health Care Power of Attorney 
  • Durable Power of Attorney
  • Wills
  • Asset Protection
  • Business Succession 

We are committed to:  

Value Based Fees: Our Choice Billing program lets you choose the spend and payment arrangement that makes sense for you. 

Confidentiality: All client information is held in the strictest of confidence. Confidentiality begins with our initial consultation and continues indefinitely.
Communication: We pride ourselves on open and ongoing communication.  All client calls and emails are answered within one business day. 
 Transparency: Clients are welcome and encouraged to review their case file via our client portal as often as they choose.