Retirement is an exciting time and full of changes. You've worked hard to get to this season, so protect the life you've built with an estate plan that addresses your needs.

• Giving to kids, grandkids, charities, organizations after you've gone.
• Protecting what you've earned from the high (and rising!) costs of assisted living and long-term care.
• Avoiding or reducing tax burdens associated with giving real property, qualified money (like retirement accounts), and other valuable assets.

We understand that every person's retirement situation is unique. We'll get to know you and your priorities personally, so that together we can make an estate plan you understand and feel confident about. 

• I’m the power of attorney for my parent. What does that mean?
• How do we pay for the care my parent needs?
• Where can I go if my parent needs more assistance than I can provide?

A diagnosis for you or a loved one of Alzheimer's, dementia, Parkinson's, or something similar can be devastating. How is life going to change? How do we prepare for the unpredictable future? Unfortunately, many people wait to discuss their legal options until it's too late. Without the proper tools in place, you face court proceedings for a guardianship or conservatorship, which can be lengthy and costly.

That's why we make it as easy as possible to put in place crucial legal tools that help regain some control and certainty about what's ahead. Specialized planning can help alleviate the burden on caregivers, family, and the person dealing with the diagnosis. The earlier you have these conversations the better. Take the easy first step and call for a free conversation with our team today.