Wills and Trusts

Planning is important. A time of crisis is not the best time to realize that you don’t know who will get your money, your estate, your precious coin collection … or who will take care of your special needs child … or where you will live.  What do you do?  

Call us to plan, we have appointments available!

Are you facing a major life crisis? Call if you need immediate help with plans. We can assist with Powers of Attorney and other plans.

Estate Planning

Discover how our intentional and thoughtful approach to estate planning can help protect you and your family.

Your life leaves a legacy … what do you want that to be?

Do you need to protect certain family members?  Or, to provide for generations to come?  Or, to maximize tax benefits, or the effects of your charitable gifting?

Call us today for help with this and more!

Powers of Attorney

The Financial Power of Attorney is designed to let someone you trust (your agent) manage your affairs when you cannot.  You can name almost anyone to this role, as long as you trust them, and you can give them future or immediate control.  We usually suggest that you create this document for your spouse to act immediately, but plan to grant financial powers to your non-spouse agent only after it is determined that you lack capacity to manage your own financial affairs.  You can name more than one person to this role.

The Health Care Power of Attorney is similar in scope, and applies to your named agent’s ability to make medical decisions for you when you cannot.

Elder law

Work with a dedicated elder law professional who understands the importance of planning for your future.

Planning for Elders means that the attorney and the firm must understand the unique aspects of aging and transitions, and be prepared to work with families suffering from illness and dementia.

You need the patient and compassionate care provided by our firm.

VA benefits

Veterans injured in service may be eligible for disability benefits (“compensation”). We only take limited cases now, but we can walk with you through the process of application and the award.  If you are denied, we can help you in responding to the denials and eventually to the appeals process and refer you to specific experts if needed.

Even if you were not injured in service, if you served during certain periods of war as defined by the government and if you are medically and/or financially needy, the veteran or the surviving spouse might be eligible for Pension. Give us a call to see if either plan is for you!