Estate Planning
Whether you are a new family planning for the birth of your first child or an empty-nester who wants to make things easier for your loved ones, our streamlined yet customized estate planning process will take the headache out of making some of the most important decisions you will ever make for yourself and your family.
Medicaid Pre-Planning
With advance planning, we can help protect your assets from rising nursing home costs. Due to Medicaid’s 5-year “lookback period,” it’s critical to start the planning process as soon as possible. Even if you feel confident you will not need nursing home care in the next 5 years, it’s usually better to get started sooner rather than later.
Medicaid Crisis Planning
If you or a loved one suddenly need nursing home care, we can help coordinate the selection of a suitable nursing home with the spend down process necessary to obtain financial eligibility for Medicaid. Once you meet the eligibility requirements, we will personally file the Medicaid application and make sure it’s processed as soon as possible.
Veterans Pension Planning
If you are a wartime Veteran, you may be entitled to a special pension to help pay for long-term care costs. Due to the VA’s 3-year “lookback period,” it’s critical to start the planning process as soon as possible. Even if you feel confident you won’t need long-term care in the next 3 years, it’s usually better to get started sooner rather than later.
Special Needs Planning
Just like we custom design all of our estate plans, we specifically tailor your plan to make sure that any loved ones with special needs have the financial and emotional support they’ll need after you are gone. We know that everyone’s needs are different, so we believe that any trust for a person with special needs should reflect their unique lifestyle.
Estate/Trust Administration
When the time comes to implement your plan, we are here to make the process as easy as possible on your loved ones. With extensive estate/trust administration experience, our attorneys know how to solve complex estate/trust problems. However, we don’t handle disputed matters, so please contact a litigation attorney concerning any disputes.