Comprehensive Estate Planning
PLANNING FOR YOUR FAMILY’S FUTURE THROUGH ALL STAGES OF LIFE
Elder and Disability Law
BENEFITS CONSULTING AND ASSET PROTECTION PLANNING FOR SENIORS
Fiduciary and Trustee Services
PLANNING FOR YOUR FAMILY’S FUTURE THROUGH ALL STAGES OF LIFE
Tax and Business Planning
NAVIGATING CARE OPTIONS IN CONNECTION WITH CLEAR GUIDANCE
About Us
We are committed to providing clients in all stages of life with approachable, pragmatic and client-focused estate planning strategies. Your goals are our goals. This is a roll-up-your-sleeves kind of legal advising practice:
- Our deep knowledge of complex Medicaid law and ability to think strategically provides our elder law clients with confidence and serenity in even the most challenging situations.
- Our collaborative, holistic approach with care managers and financial advisers offers our aging clients and their loving families a uniquely rounded experience. Together, we work tirelessly to keep elders safe in their homes for as long as possible while helping families battle the age-old question—how do I finance this?
- For our clients who have lost loved ones, we try to ease and disarm an estate process that can otherwise be full of challenging forms and procedures at a time of pain and grieving.
- For our young estate planning clients, what sets us apart is that we “get” it. You need a plan that is comprehensive but simple, easy to digest and cost-effective. You need an efficient, user-friendly approach delivered with ease and compassion.
Our Philosophy
We are committed to providing clients in all stages of life with approachable, pragmatic and client-focused planning strategies. Your goals are our goals. This is a roll-up-your-sleeves kind of legal advising practice:
- Our deep knowledge of complex Medicaid law and ability to think strategically provides our elder law clients with confidence and serenity in even the most challenging situations.
- Our collaborative, holistic approach with care managers and financial advisers offers our aging clients and their loving families a uniquely rounded experience. Together, we work tirelessly to keep elders safe in their homes for as long as possible while helping families battle the age-old question—how do I finance this?
- For our clients who have lost loved ones, we try to ease and disarm an estate process that can otherwise be full of challenging forms and procedures at a time of pain and grieving.
- For our young estate planning clients, what sets us apart is that we “get” it. You need a plan that is comprehensive but simple, easy to digest and cost-effective. You need an efficient, user-friendly approach delivered with ease and compassion.
Our Process
We like to meet people face to face and believe the initial meeting is the cornerstone of every legal plan. We understand that new clients have immediate questions and concerns and that it always helps to build a rapport from the start, we typically spend a few minutes over the phone with new clients before setting up our initial consultation. It sets our prospective clients’ minds at ease for the meeting and allows them to be better prepared.