We are an Estate Planning and Elder Law Firm dedicated to helping families plan and protect their assets and their loved ones.
We understand how important estate planning is, especially during this 2020 health crisis. That said, we understand that clients are reluctant to talk about incapacity, death, divorce, money and family issues all in one sitting.
Our estate planning process is thoughtful, thorough and simple. We will guide you (and your spouse) through important decisions and practical solutions in our very first meeting. At the end of your first meeting, we will recommend one of three flat fee options and have your estate plan ready in under 4 weeks for review and signing. You will leave your signing meeting with your original estate plan, digital copies and an open door to call us anytime for a free 15-minute consult or checkup.
Our elder law process is in depth and considers the health and wealth of your loved one and family dynamics. Your initial consultation may include you and your spouse or your adult children (Family Meeting) so that everyone is on the same page. We may then prepare a detailed Action Plan that summarizes in detail all of your long term care options. When you are ready to move forward, we will offer you various flat fee options to get your long term care planning underway quickly and efficiently.
To get started with estate planning, click here
To get started with elder law, click here