Incapacity Planning: Advance planning of a client’s affairs in the event they become disabled before death such as a parent with Alzheimer’s; planning for a child with special needs; among other unique situations requiring customized planning.

Elder Law and Medicaid Planning: Assisting families to qualify for government benefits and assuring that their assets are preserved in the process; life care planning to protect assets from having to be “spent down” in connection with entry into a nursing home; protecting money that might be used to enhance levels of care or receive a better quality of life; and planning in advance the details of medical, psychological, spiritual and social needs.