Who We Help

Seniors & Retirees

Many of us will suffer an injury or illness before we die that will make us unable to care for ourselves. Maybe you’ve already been diagnosed with a disease like Alzheimer’s that makes such a situation likely, or maybe you’re perfectly healthy today, crossing your fingers this won’t happen to you. Either way, it’s vital to understand the issues that come up if you’re the one who suffers a stroke, brain injury, or dementia and you can no longer communicate your own wishes…

High-Net-Worth Individuals

Whether you’ve accumulated a substantial nest egg or a more moderate amount of wealth, you want to preserve and protect it for your future and your loved ones…

Parents of Young Children

You don’t have to be “old” to need a plan for what happens when you die. Life and death both happen in unexpected ways, at unexpected times.

Imagine an accident on the way home from date night, the police knock at your door and ask the babysitter who your children will be staying with while things are sorted out. She doesn’t know, and the kids end up in the custody of the state for the next few days. Your kids just can’t understand why mommy and daddy aren’t there, and why can’t they be with grandma? Sadly, that can be just the beginning of the troubles you could leave for your children if you don’t have a plan…

Seniors Facing Long-Term Care Costs

As we grow older, one of our biggest fears is losing all of our hard-earned assets to a nursing home. Whether you’re in a nursing home now, or just planning for the future, here’s what you need to know about how to protect your assets…

LGBTQ+ Individuals & Families

Many of our legal issues and needs are the same, no matter our sexual orientation, but some estate planning issues are especially important to understand if you’re a member of the LGBTQ community…

Charitable Donors

You don’t have to be ultra-wealthy to make a difference in the world when you are gone. There are a variety of ways to make gifts to your favorite charities when you die, while still taking care of your family and loved ones…

Heirs & Executors

Whether your loved one had a will, a trust, or nothing in place when they died, there are practical and possibly legal details to be taken care of. We can guide you through this process…

Special Needs Families

If you have a child or other loved one who is disabled and eligible for SSI and/or Medicaid, it is vital to plan properly for their financial security in the event of your death or disability…

Pet Owners

The reason beloved pets are euthanized after the death of their human is often because of money. Food is expensive, and vet bills can be a deterrent for those who would otherwise give your pets a loving home when you’re gone. Make sure your pets are well-loved by setting things up properly now…

Blended Families

If you’re one of the many families who brought children into your current relationship, there are special planning considerations. Make sure you don’t accidentally disinherit your own children!…