Services

Medicaid Planning
There is a complex web of federal law surrounding Medicaid benefits; we can help you navigate it   successfully in order to ensure you and your spouse receive needed long-term medical care. You do not want to be denied benefits because  you tried to  do it yourself and learned mistakes were made (including up to five (5) years in the past) that causes a penalty period.

Estate Planning
Helping your family to understand your wishes is an important part of making your final arrangements.  We can help educate you about the various options available to you for your estate planning, and help you select the financial tools which best suit your needs; we even can help you tax-proof your bequest as best as is possible in order to maximize the return to your beneficiaries.

Creation of Trusts & Wills
We provide assistance with creating trusts to avoid probate to provide for your loved ones after your departure, or drafting legal documents related to your estate itself, such as wills.

Veterans Benefits
Dealing with the bureaucracy of the Veterans Administration can be difficult and time consuming. We can help you navigate the Aid and Attendance Program for eligible war-time Veterans and their spouses or widows.