Estate Planning

There is no one size fits all estate plan.

What is an estate plan?

An estate plan is a series of legal documents providing for the use and maintenance of your assets during your lifetime and the distribution of those assets after you pass. Estate planning usually involves some or all of the following documents: a will, durable power of attorney, healthcare power of attorney, living will and revocable living trust.

Why do I need an estate plan?

An estate plan not only ensures care and support of loved ones after you pass, but it also provides for your financial and healthcare needs as you age. A comprehensive estate plan is as unique as you and your family and is tailored to your circumstances. There is no one size fits all estate plan. Here are just some examples of how our estate plans can help families:

  • A young family can assure their children will be provided for physically and financially should something happen to the parents 
  • A family member with special needs can be guaranteed to have their needs met without jeopardizing government benefits or other assistance 
  • An elderly couple’s estate plan maximizes the preservation of their assets in the situation a costly catastrophic health event occurs 
  • Parents of a young adult can create an estate plan that provides the proceeds of a life insurance policy are only distributed once certain life milestones are reached (graduation, marriage, first home, etc.) 

Click below to request a copy of our free estate planning packet for yourself or couple to learn how we can create the right estate plan for you. 

Seminars and Trusted Resources

With knowledge and foresight, we assist our clients in being involved and informed in their unique decision-making process. We offer a wealth of information including videos, detailed blog postings on hot topics, informational articles, and comprehensive seminars to educate our clients. If you have any questions, we offer free consultations to discuss your personal needs. 

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Medicaid Home Care

Traditionally, Medicaid has paid for long-term care in a nursing home, but because most individuals would rather be cared for at home and home care is cheaper, all 50 states now have Medicaid programs that offer at least some home care. 

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