Schedule An Appointment

Select the option that suits you the most:

COMPLIMENTARY 20-MINUTE ZOOM or PHONE CONSULTATION:

Schedule a complimentary 20-minute consultation with our experienced Estate Planning attorney to discuss your specific needs and goals. This brief session is designed to:

• Introduce you to the Estate Planning process
• Identify key documents you may need (e.g., Will, Trust, Power of Attorney)
• Answer general questions about protecting your assets and loved ones
• Determine if more in-depth legal services are right for you

Whether you’re just getting started or have specific concerns, this initial consultation is a great first step toward peace of mind.

ONE HOUR ESTATE PLANNING CONSULTATION:

This comprehensive one-hour consultation with our experienced Estate Planning attorney provides the time and attention needed to discuss your personal circumstances and goals in detail. During this session, we will:

• Review your family and financial situation
• Identify your Estate Planning needs (e.g., Will, Trust, Power of Attorney, Healthcare Directive)
• Discuss strategies to protect your assets, minimize taxes, and avoid probate
• Answer your specific legal questions
• Recommend the next steps to create or update your Estate Plan



Ideal for individuals, couples, or families looking to establish a solid estate plan or make informed decisions about existing documents.

MEDICAID STRATEGIC STRATEGY SESSION:

This focused strategy session is designed for individuals and families seeking to understand and plan for Medicaid eligibility while protecting assets and ensuring long-term care needs are met. During this session, our experienced Estate Planning and Elder Law attorney will:

• Review your financial and family situation in detail
• Explain Medicaid eligibility rules and how they apply to your case
• Identify planning strategies to preserve assets while qualifying for benefits
• Discuss spend-down options, look-back periods, and potential penalties
• Outline next steps for implementing a customized Medicaid plan

This session is ideal for those planning ahead for long-term care, currently facing nursing home costs, or assisting a loved one in need of Medicaid benefits.