We are looking forward to meeting you and to helping you create a sound legal strategy.

If you have not already done so, schedule your FREE Estate Planning Strategy Session.

SCHEDULE YOUR FREE ESTATE PLANNING STRATEGY SESSION

In the meantime, you'll receive an email confirmation from us and appointment reminders leading up to your free consultation.

If you have not already done so, please download, complete, and return the below Integrated Estate Planning Worksheet prior to your free consultation.  If you would like to receive your "Medicaid Number" please download, complete, and return the Asset Protection Analysis.

Integrated Estate Planning Worksheet

Medicaid Asset Protection Analysis Worksheet

While you are here feel free to explore our website for useful information and downloads, such as these:

Avoid These 10 Common Estate Planning Mistakes - Free Download

Avoid These 10 Major Asset Protection Planning Mistakes - Free Download

What You Need To Know About Medicaid Planning: An Easy-To-Use Family Guide

Power of Attorney Quickstart (Covid-19)

 

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