Estate Planning and Elder Law

The journey begins by us learning about you.  We will inquire as to your real estate holdings, business investments, source(s) of income, retirement accounts, over-all health concerns, family members, and objectives.

Once we have this information, we will recommend an estate plan that could be as straightforward as a will or involve a combination of testamentary documents and advanced living directives.  Some of the documents we may recommend include a combination of a revocable living trust, deed(s), payable on death beneficiary, pre-need guardianship, durable power of attorney, or a living will. 

We also are available to consult with you regarding possible long-term care options for yourself or an elderly relative.

You can put your mind at ease knowing that we will provide you with a thorough and all-encompassing plan that springs into action during illness, aging, and after death