Elder Law &
Strategic Asset Preservation
Aging comes with complex legal and financial risks that a simple Will cannot fix. We build comprehensive legal structures that ensure you maintain control during incapacity and keep your life savings in the family.
The Stakes Are High
We help you plan for long-term care costs before they become a crisis, protecting your home and legacy from probate and the state. Our strategies include Revocable and Irrevocable Trusts designed to ensure you maintain control during incapacity while keeping your life savings where it belongs—in your family.
The fears that keep families up at night—addressed.
You're not just buying legal documents. You're protecting everything you've built.
"Will I have to spend everything I saved before Medicaid kicks in?"
"What happens if I can't make decisions for myself anymore?"
"Can the state take my house to pay for my care?"
"My spouse is already in a nursing home. Is there anything we can do?"
What We Do
Comprehensive Elder Law Services
Strategic legal structures designed to protect your assets, your autonomy, and your family's future.
Asset Protection Trusts
Irrevocable trusts designed to shield assets from long-term care costs while maintaining family access.
- Medicaid Asset Protection Trusts
- Income-Only Trusts
- Spousal Protection Planning
Home & Property Protection
Strategies to protect your primary residence and real estate from estate recovery and creditors.
- Life Estate Deeds
- Qualified Personal Residence Trusts
- Family Limited Partnerships
Medicaid Planning
Pre-crisis and crisis planning to help you qualify for benefits while preserving family wealth.
- 5-Year Advance Planning
- Crisis/Emergency Planning
- Spousal Impoverishment Protection
Incapacity Planning
Ensure your wishes are followed if you become unable to make decisions for yourself.
- Durable Power of Attorney
- Health Care Directives
- Revocable Living Trusts
Veterans Benefits
Help veterans and surviving spouses access Aid & Attendance benefits for long-term care.
- VA Pension Planning
- Aid & Attendance Applications
- Asset Restructuring for VA
Nursing Home Advocacy
Protect resident rights and ensure quality care for your loved ones in long-term care facilities.
- Contract Review & Negotiation
- Discharge & Transfer Appeals
- Quality of Care Issues
How It Works
Your Path to Protection
A clear, step-by-step process to secure your family's future.
Discovery
We assess your complete financial picture, family situation, and goals to understand what you're protecting and from what.
Strategy
We design a customized plan using the right combination of trusts, transfers, and legal structures for your situation.
Implementation
We execute the plan, properly fund your trusts, and provide ongoing guidance to ensure your protection remains in place.
Don't Wait Until It's a Crisis
The best time to plan was 5 years ago.
The second best time is now.
Schedule a consultation to discuss your situation and learn what options may be available to protect your family's legacy.
Schedule Your Consultation →Or call directly: (860) 560-8382