Estate Planning & Eldercare


How will we care for our aging parents?

Do they have the legal and financial paperwork filed for us to care for them?

How will our parents assets affect our child with a disability when they pass?


Aging adults needing long-term care is an often overlooked area of disability planning.  Families who have dependents with disabilities, and aging parents, need to understand how to care for their parents while understanding how their assets can affect both the oldest and the youngest generation.

Our team can provide you with access to our network of legal and other professionals that are important to the estate planning process.  We are also able to provied access to financial instruments that are necessary for a well designed Estate Plan. 



Key areas to address in your estate plan*:


Will & Last Testament

Powers of Attorney

Health Care Directives

Transfer on Death Deeds

Marital Property Agreements

Beneficiary Designations


Estate Equalization



Would you like to schedule a meeting? Contact our Team