Estate Planning

It takes planning and caring to protect what matters most in your life –  everything you own and everyone you love through effective estate  planning.  You cannot start soon enough to create a plan that works.   Timing is everything, particularly when implementing a plan for seniors,  as the new Medicaid rules have strict timing parameters.


This complex area of our practice deals with the intersection of many  many areas of law, including estate planning, medical planning,  protecting assets, and health care options. While dealing with these  practice areas, we are usually having to deal with competing family  dynamics and diminishing mental capacities. Let us help navigate these  areas for you with the personal service you and your loved ones deserve. 

A thoughtful process for estate planning

You can share your hopes, dreams, values, and goals – and I will listen –  really listen.  Then I will explain your options and work closely with  you and your advisors to put my knowledge and experience to work in  designing a personalized plan that reflects your unique, individual  situation.  The result of such a thoughtful process is an estate plan  that works.  You need an estate plan that promotes harmony within  families and provides a lasting legacy that will continue to reflect  your values and ideals for generations to come.  That is exactly the  kind of estate plan our firm will provide for you and yours. 

A thorough team approach

Providing the kind of effective and responsible legal service that you  deserve requires building and maintaining relationships with both you  and your other professional advisors.  We make a point of working  together on your behalf, because I believe that cooperation is the  cornerstone of a plan that works for everyone.  I also recognize that  your needs and family situation will change over time, so planning is an  ongoing process.  A good estate plan is not a one-time thing.  That is  why I offer you several options for ongoing updating of your estate  plan. 

Protecting the needs of older clients

People are living longer these days, which can be a joy to their  families – but a concern as well.  Increasing age often brings  increasing health issues and increasing need for help with protecting  financial and legal assets.  These can be emotionally challenging  matters to handle.  I understand the complexities of elder law and the  importance of looking after both the health care needs and the assets of  older family members.  Many aspects of elder law involve legal issues  that require a unique level of knowledge and experience – the kind of  knowledge and experience, along with sensitivity and advocacy, that I  bring to your situation, no matter how difficult it might appear. 

A focus on results

When you need estate planning or elder law services, you are looking  for results.  I help our clients understand that there is more to the  results of Elder Law & Estate Planning than simply saving taxes and  dealing with long-term care issues.  I know the true personal value of  comprehensive, thoughtful planning for you and your loved ones.  I know  that you want to provide the best planning for your family – estate and  elder care planning that can help you control and minimize the burdens  and costs of probate, long-term care and incapacity.  These are  difficult, often painful matters to deal with.  We provide the peace of  mind that comes from knowing that you have the most comprehensive estate  planning possible for you and your loved ones – even for your pets.


It is my job to apply my unique legal experience and counseling  skills to ensure that each client’s family values are preserved, taxes  are minimized, and goals are met.  It is also my job to see that your  plan works the way you intended it to by assuring that all assets are  properly titled and beneficiary designations coordinate with your estate  plan.  It gives me great pride and pleasure to work toward such results  on your behalf and to help you create your legacy, whether professional  or personal.