Elder Estate Planning

Elder Estate Planning Attorney

Key considerations for proactive elders is to take a comprehensive holistic view of your individual situation including your ​health and finances.​ Because you may be retiring soon or retired years ago, your income may be fixed or not growing as rapidly. Whether you have long term care insurance​, real estate holdings, or other investments and depending on your health, family history or other considerations your ​estate planning​ may vary considerably. If you are in a relationship, is one of you healthy and the other is not? We will recommend a sound and appropriate cost effective plan which may include Medicaid and other long term health care considerations being factored into your estate planning. The best time to plan is before a crisis strikes. ​Early planning​ provides more planning opportunities. Estate planning offers peace of mind and a better chance of preserving your hard earned assets.