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Legal documents and planning – ensuring you have the correct documents to authorize trusted others to assist you with financial and medical management while you are alive or disabled, and those that manage and pass your assets at death.

Asset Preservation planning – Strategies to have your wealth grow and your current estate not consumed by the high cost of long term care and/or estate taxes.

Medicaid planning, filing and processing – navigating the Department of Social Service’s ever-changing rules and processes to ensure medical, prescription, housing and long term care coverage is received.

Fiduciary Services – acting as Agent under a Power of Attorney, Conservator, Executor, Federal Fiduciary for Veterans, and Trustee for those clients who require the assistance of a professional fiduciary.

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