Estate planning is about more than preparing documents. I help individuals and families create plans that reflect their wishes, protect the people and assets they care about and provide guidance for the future.
Services may include: Wills, Revocable Living Trusts, Powers of Attorney, Advance Medical Care Directives (containing Living Wills), Special Needs Planning, and other estate planning strategies.
Planning for the possibility of long-term care can help protect your choices, your resources, and your family's financial security. I help clients understand their options and develop strategies for planning for future care needs.
Services may include: Medicaid planning, Medicaid Asset Protection Trusts, and other asset protection strategies
When a loved one needs long-term care now, there may still be planning opportunities to preserve assets and address the cost of care. I help families understand their options, evaluate available resources, and navigate the legal and Medicaid issues that arise when care is needed immediately.
Services may include: Crisis Medicaid planning, asset protection strategies, guidance through the long-term care process and Medicaid Application