ANALYSIS

Family Asset Protection Game Plan™

The long-term care world is complex and every family’s situation is different. We will talk to you about your specific goals and concerns. The attorney will analyze your financial situation, your current estate plan and consider your goals and concerns to prepare a personalized and comprehensive plan specific to your family. She will then review the plan with you in detail and give options and recommendations.

IMPLEMENTATION

Personalized Legal Strategies

After reviewing the Family Game Plan, it is time to implement those recommendations. Based on your personal situation, we will recommend several legal strategies that our office guides you in implementing, from start to finish.

MAINTENANCE

Family Support Program

After we have implemented our recommended strategy, you are now part of our family. The biggest problem we see with traditional estate planners and elder law attorneys is that clients never go back to update their plans. Because life is always changing, we want to make sure that your plan continues to work the way you want it and that you’re also keeping your plan up-to-date based on any family, financial or legal changes. Members of our Family Support Program enjoy many benefits – the most important one being an annual asset review with the attorney.

ANALYSIS

Family Asset Protection Game Plan™

The long-term care world is complex and every family’s situation is different. We will talk to you about your specific goals and concerns. The attorney will analyze your financial situation, your current estate plan and consider your goals and concerns to prepare a personalized and comprehensive plan specific to your family. She will then review the plan with you in detail and give options and recommendations.

IMPLEMENTATION

Personalized Legal Strategies

After reviewing the Family Game Plan, it is time to implement those recommendations. Based on your personal situation, we will recommend several legal strategies that our office guides you in implementing, from start to finish.

MAINTENANCE

Family Support Program

After we have implemented our recommended strategy, you are now part of our family. The biggest problem we see with traditional estate planners and elder law attorneys is that clients never go back to update their plans. Because life is always changing, we want to make sure that your plan continues to work the way you want it and that you’re also keeping your plan up-to-date based on any family, financial or legal changes. Members of our Family Support Program enjoy many benefits – the most important one being an annual asset review with the attorney.

Get in touch

Feel free to ask questions.