Services

Estate planning goes beyond simply passing on assets; it focuses on protecting your loved ones and ensuring that your wishes are honored. Our team specializes in creating clear and effective estate plans by drafting essential documents such as wills, revocable living trusts, powers of attorney, and advance directives. A will outlines how assets are distributed, names guardians for minor children, and is processed through probate administration. In contrast, a revocable living trust enables assets to be managed during your life or incapacity and distributed after death, often avoiding probate for a smoother and more private transition.

Additionally, we prepare powers of attorney to designate a trusted individual to handle financial and legal matters if you're unable to do so. We also create advance directives to outline your healthcare wishes and appoint someone to make medical decisions on your behalf. Our estate plans are tailored to your needs, easy to understand, and designed to adapt as your life circumstances and goals evolve, including considerations for Medicaid planning.

Medicaid planning is one of the most complex and often misunderstood areas of elder law, but with the right guidance, you can qualify for benefits while preserving assets for a spouse or family members. Our focus extends to estate planning as we advise and advocate for clients on Medicaid eligibility, spend-down planning strategies, spousal protections, income diversion, and crisis Medicaid planning. 

From start to finish, we guide clients step-by-step through the application and eligibility process, ensuring they receive comprehensive support during Medicaid case management. Our goal is to reduce stress and bring clarity and peace of mind during an already difficult time, including navigating through the nuances of probate administration.

When a loved one passes away, the legal responsibilities that follow can feel overwhelming. We provide guidance in estate planning, trust administration, probate administration, and the necessary court filings, fiduciary responsibilities, and the proper distribution of assets. 

Our role is to help trustees and personal representatives understand their obligations and carry out their duties efficiently, confidently, and with peace of mind, ensuring that all aspects of Medicaid planning are also considered.

When a loved one is unable to manage their personal or financial affairs, guardianships and conservatorships may be necessary to ensure their safety and well-being. We assist families with evaluating options, including estate planning and Medicaid planning, preparing and filing court petitions, navigating hearings, and understanding ongoing reporting and fiduciary obligations. 

Our role is to guide guardians and conservators through each step of the process, helping them act in the best interests of their loved one while minimizing stress and ensuring compliance with court requirements, particularly during probate administration.