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WelcomeYou will find our law firm’s perspective on the delivery of services to be unique.  While providing quality traditional legal services for the senior and elderly population, we also address the daily living issues of our clients, their caregivers, and their families.  Our clients receive a comprehensive estate and care plan with input from the legal, financial, health care, and social service disciplines.

Our clients appreciate that we provide a broad range of services and counsel on areas such as:

Planning for Long-Term Care

  • Paying for Care
  • Planning to Stay at Home
  • Long-Term Care Insurance

Medicaid (Title 19)

  • Advice
  • Applications
  • Asset Protection

Estate Planning

  • Power of Attorney
  • Advance Medical Directives
  • Last Will & Testament
  • Revocable and Irrevocable Trusts
  • Special Needs Planning
  • Retirement Planning

Nursing Homes & Assisted Living

  • Selection/Admission
  • Payment Options
  • Quality of Care

Probate

  • Estate & Trust Administration
  • Conservator Matters

Tax

  • Advice
  • Review & Preparation of Returns

We visit our clients in the home, hospital, or nursing home, as needed. We offer in-person and virtual appointments to best meet the needs of each client.

Our staff includes legal and financial professionals who have training and experience in law, accounting, social work, and gerontology. Our broad-based approach allows us to assist our clients and their families with the many important legal and non-legal issues that they encounter. Since we look at the total picture, we often discover and resolve issues that families might overlook when dealing with an immediate crisis before them.

While we know that our clients benefit from our total care approach, we are often told by the client’s adult children how relieved they are to have finally found someone who understands their parent’s issues and provides effective solutions.

We are proud of our reputation as ardent advocates and advisors and our reputation of effectively helping our clients and their families out of crisis situations. Our good work is further endorsed by the fact that many of the adult children of our elderly clients choose to entrust us with their own estate planning and other legal matters.

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