• A Will or Living Trust to protect your family resources
• Help caring for a parent or spouse with dementia or disability
• Learning if giving assets to children is a good idea
• A Power of Attorney for health care and financial affairs if you become disabled
• How to find a good nursing home – and how to pay for it
• Information about Medicare, Medicaid, Veterans’ benefits, Living Trusts, annuities, IRAs, and long-term care insurance.
• Assistance with Special Needs Planning for a disabled loved one
• A Special Needs Trust to protect your disabled child’s SSI and Medicaid eligibility

We will give you:

• Accurate, straight answers to your estate and care planning questions,
• Objective, expert analysis of your personal and family needs,
• Affordable, personalized plans for asset protection, estate planning and long-term health care, and
• Follow-up guidance and resources for our clients and their caregivers.

Our goal is to help you chart a course for personal and family financial and health care security.

Check our Articles and Newsletter pages for straight answers to many common questions.

To learn more about the services we provide, read about Who We Serve and What We Do.

To set an appointment to see how we can help you, please Contact Us.