Estate & Medicaid Planning

Estate Planning

We celebrate life and all its intricacies. We want to get to know you – your family dynamics, lifestyle, goals and financial status. Then, we craft estate plans to achieve peace of mind, security and smooth transitions.

Our estate planning services include the use of revocable living trusts and irrevocable trusts, special needs trusts and wills as well as financial and health care directives such as the durable power of attorney, living will, designation of health care surrogate and designation of pre-need guardian.

Our clients range from families with young children to recent empty-nesters and our beloved aging parents. Our team of caring professionals enjoy connecting with people and providing them with the security they need in the event of tragedy.

Medicaid Planning

We recognize the options provided by our state and Federal laws and we believe in preserving choices as well as planning for the future.  We assist individuals and families in both preplanning and crisis planning stages. Our services include the use of trusts and contracts as well as financial and health care directives to support our clients’ goals.