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Thank you for visiting our site.  After many years litigating in many different legal areas, we decided that our firm’s time and energy is best spent helping clients avoid litigation through proper planning.  We still litigate in the areas of real estate, probate, and when companion animals or their guardians are in need of assistance.  However, we devote much of the firm’s time to Life Planning.

Life can be complicated and confusing, especially when a family member dies or becomes incapacitated.  We are here to help you and your family make decisions now so that loved ones won’t have to guess later.  Some questions that we will address together are:

  • Who will take care of your children and pets when you are unable?
  • How do you pass on property and assets quickly and safely?
  • What will be done when you become incapacitated?
  • How can the cost and time of probate be avoided?
  • Who will make health decisions when you cannot?
  • When should you start thinking about long term care options?

A proper life plan is designed to save time and money while giving you control over your family’s and your own future.  It all starts with a two hour Planning Session, which is available free of charge.  If you have an existing plan, we will review it with you to determine if it addresses all your concerns.  If it doesn’t, we can make changes together or design a new plan that is tailored to fit the specific needs of you and your family.  Once we design the plan, we will make sure that all steps necessary to implement the plan are completed.

All too often Estate Planning attorneys end their involvement once the legal documents are signed.  Unfortunately, we have seen numerous instances where that resulted in the plan’s failure.  Our process continues well after the signing.  We are not interested in completing a transaction, but forming a long term relationship with clients.  Some of the services that are included as part of all the Life Planning packages are: quarterly newsletters full of information and resources, yearly reminders to update plan information and, three year plan reviews to determine if changes need to be made.

Please feel free to explore our process for each of the areas that we practice and contact us with any questions or concerns.  Life Planning packages that we offer are listed below.

Family Plan

Includes:
Wills

Health Care Proxy

Living Will

Durable Power of Attorney

Statutory Gift Rider

HIPAA Authorization

Guardian Designations for Minors and Pets

Learn More

Trust Plan

Includes:
Pour-over Wills

Health Care Proxy

Living Will

Durable Power of Attorney

Statutory Gift Rider

HIPAA Authorization

Guardian Designations for Minors and Pets

Learn More

Wealth Plan

Includes:

All Contents of Trust Plan

plus we take care of

Transfer of Assets into Trust

Learn More

Free Consultation Request

I can help you develop a plan that will address both the immediate and future needs of yourself, your family, or a loved one.
Schedule an Appointment

Recent Blog Posts

The Durable Power of Attorney: Medicaid Planning Tool

By | October 11th, 2019|

Betty Jones, a 75 year old suffering Alzheimer’s, was recently hospitalized after a fall. She broke her hip and is no longer capable, either physically or mentally, of taking care of herself or her finances. Medicare has covered most of her hospitalization and medical bills but there is a balance of a few thousand dollars [...]

Long Term Care Insurance: A Primer

By | April 5th, 2018|

Long Term Care Insurance is on my Top 5 list of estate planning tools along with a Will or Trust, Power of Attorney, Health Care Proxy and Life Insurance.  I wrote this article in an attempt to demystify this vital estate planning tool for clients and the public. What is it? Long-term care insurance (LTC [...]