Our Practice
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Our firm practices primarily in the areas of estate planning, estate and trust administration, Medicaid planning and guardianship. Collectively, these areas may be referred to as “Elder law” but this in no way limits our clientele to those who are aging or elderly. We serve a variety of families and individuals in every stage of life as they plan for themselves and loved ones, assist family members with health care and general decision-making, and wind up the affairs of loved ones who pass on.
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PlanningThroughout our lives, we all do extensive planning. We plan our days. We plan vacations. We plan weddings, birthday parties, and reunions. We plan when to start a family and when to change jobs. We plan for retirement and for children’s college educations. We often, however, overlook lifetime planning. Lifetime planning is a comprehensive compilation of our most important values and objectives. Lifetime planning may encompass things like charitable giving, regular tithing, wealth transfer planning, college/higher education funding, and creating a legacy for heirs. It may also include things like preparing for loss of capacity or physical abilities, end of life decisions, death, and post death.
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CounselDiscussing topics such as family care, incapacity,
end of life decisions, lifetime gifting, and bequests at death can sometimes be extremely difficult and painful to consider. Part of our job is to help our clients (1) identify their objectives, (2) navigate their options, and (3) create a written plan tailored to their unique situation. We are in the best position to help when clients are willing to share their life stories with us. Who is your family and how are those dynamics? What is your history? How is your health? What are your acquisitions and accomplishments? What are your values and priorities? |
DISCLAIMER: The information provided on our website is for information purposes only and is not to be construed as or relied upon as legal advice. A visitor of this website is not considered a client and is not afforded attorney-client privilege or other protections. If you have questions or concerns about your legal rights, you should consult with an attorney.