Frequently Asked Questions
We specialize in a wide range of legal services tailored specifically for seniors, including estate planning, wills and trusts, guardianship, elder abuse protection, Medicaid planning, long-term care planning, and probate administration. Our team understands the unique legal challenges faced by older adults and provides compassionate, expert guidance.
Our fees vary depending on the complexity of your legal needs. We offer transparent pricing with options including flat fees for standard documents like wills, hourly rates for more complex matters, and free initial consultations. Many clients find our services more affordable than they expected, and we can often suggest cost-saving approaches.
For your first consultation, please bring any existing legal documents (wills, trusts, powers of attorney), a list of your assets and debts, information about your family members, and any specific questions or concerns you have. If you're coming regarding Medicaid planning, bring recent financial statements and insurance information.
We recommend reviewing your estate plan every 3-5 years or whenever you experience major life changes such as marriage, divorce, birth of grandchildren, significant changes in assets, moving to another state, or changes in health status. Laws affecting estate planning also change periodically, so regular reviews ensure your documents remain current.
A will takes effect only after death and must go through probate court, while a living trust takes effect immediately and avoids probate. Trusts provide more privacy, can manage assets if you become incapacitated, and may offer better protection against challenges. However, wills are simpler and less expensive to create. We can help you determine which option best fits your situation.
Important protections include creating durable powers of attorney with safeguards, setting up trusts with professional trustees, regularly monitoring financial accounts, being cautious about sharing personal information, and maintaining social connections who can notice changes in your behavior. We also recommend documenting all financial decisions and consulting with us before making major financial changes.
We offer home visits for clients who have difficulty traveling, as well as secure video consultations through our online portal. Our team is experienced in working with clients who have mobility challenges or health concerns. We can bring all necessary documents to you and ensure everything is properly executed according to legal requirements.
More Resources
Understanding Medicaid Planning
Learn about strategies to protect your assets while qualifying for Medicaid coverage of long-term care costs.
Explore Services
Estate Planning Checklist
Get our comprehensive checklist to ensure you've covered all essential aspects of your estate plan.
Visit Blog
Power of Attorney Guide
Understand the different types of powers of attorney and how to choose the right one for your situation.
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Still Have Questions?
Our team is here to provide clear, compassionate answers to all your legal concerns.
We understand that legal matters can be confusing and sometimes overwhelming, especially when dealing with issues that affect your future security and family. That's why we take the time to explain everything in plain language and make sure you feel comfortable with every decision.
Whether you need clarification on something you've read here or have a unique situation not covered in our FAQ, we're happy to help. Our consultations are always tailored to your specific needs and questions.
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