You don’t need to know whether you need a Will, revocable Trust, irrevocable Trust, Medicaid planning, or something else. That’s what our process is designed to help determine.
What matters is that you’ve recognized something needs to be addressed—and you’re ready to explore the right way to address it.
If we determine that we may be a good fit and you decide to move forward, your next step is a Design Meeting with an attorney.
During this meeting, we take a deeper look at your family, assets, concerns, and goals. Your attorney will discuss the strategies that may make sense for your situation, explain the trade-offs, and help you understand your options.
This is where we move from understanding your situation to designing the right strategy around it.
From Understanding Your Situation to Keeping Your Plan Current
Before we recommend anything, we take the time to understand your family, your circumstances, your concerns, and what you’re trying to protect.
This is where we look beyond documents and begin to understand what a successful estate plan needs to accomplish for you and the people you care about.
An attorney reviews your situation, identifies potential risks, and develops a legal strategy based on your goals and circumstances.
We’ll walk you through the options, explain the trade-offs, and help you understand why a particular approach may—or may not—make sense for you.
Our team prepares your customized legal documents, funding instructions, and guidance for the people you’ve chosen to help carry out your wishes.
Throughout the process, we’ll explain what we’re doing and what comes next so you’re never left wondering where things stand.
We’ll guide you through signing your documents, putting asset-retitling instructions into action, and making sure the people you’ve chosen to help understand their roles.
The goal isn’t simply to leave our office with a binder of documents. It’s to leave with a plan designed to work when your family needs it.
Families change. Assets change. Laws change. Your estate plan should be able to change with them.
Through our ongoing planning process, we help you identify changes that may affect your plan and keep it current over time.
Not every family comes to us for traditional estate planning. If you or someone you love is preparing for long-term care, navigating Medicaid, or facing an immediate nursing-home need, your process may look different.
***Keep 3 pathways:
Planning Ahead for LTC // Medicaid Applucation Assistance // Medicaid Crisis Planning
Understand your options before care is needed and explore strategies for protecting assets.
Get assistance through the application process, documentatin and requirements
If you or someone you love needs nursing-home care now or within the next 30 days, time matters. We help families understand what options may still be available to protect assets and qualify for Medicaid.
You don’t need to determine the legal solution on your own. If you’ve recognized something needs to be addressed—and you’re ready to explore the right way to address it—start by telling us what brought you here.
Start with our short online form.
