Planning in this modern age has changed, the estate planning of the past is no longer effective for the changing needs of our families. What was once state of the art estate planning is not effective to protect you and your assets from a nursing home.
Your estate planning which was once done only to address your assets upon your death now has to be done to address the ever changing environment of disability while you are alive.
What makes us Unique in the field is our ability to combine traditional estate planning with life planning to protect you and your assets from being taken by the high cost of nursing home care and at the same time accomplishing your estate planning goals.
We are unique and different from the firms you are accustomed to in both our approach and our strategies.
Unique approach
Most firms call the initial meeting a consultation where they dictate to you what they do. Our first meeting is a workshop in which we will Educate you and teach you everything you need to know about the area, we will answer all of your questions in an interactive forum. We will outline your specific plan based on your needs and goals. You will know exactly what you need, how it will be done and why it is being done.
Unique Strategies
We will incorporate all of your estate planning needs with our new modern day planning to protect your assets while you are alive. We incorporate cutting edge Trusts with traditional Wills ,Durable Power of Attorneys,Health Care Proxies, Living Wills and any others pertinent documents you need.
Nursing Home Protection Trust
People have been advised to give their house and assets away to their children in order to protect them. This is never a good strategy. Once you have given it away it is truly not yours. You can be asked to leave, if your child gets divorced you could lose half your house, if your child is sued or declares bankruptcy your house could be gone.
Our nursing home protection trust is designed to accomplish your estate planning needs and also protect your assets if you should need a nursing home in the future. This trust allows you to stay in control of your assets while you are alive and to pass them to your heirs free of probate. You have the exclusive right to the use and occupancy of your home for the rest of your life, no one can ask you to leave and it can still be sold. If sold then the proceeds would remain safe if the required time has passed.