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Elder woman and her caretaker

Loved one diagnosed with Parkinson's, Alzheimer's, has had a stroke, or has been diagnosed with an incurable disease? Are you ready to take charge of your retirement savings and estate planning? With over 40 years in the Long Term Care arena, many people reach out to us seeking direction. We speak with caregivers and families who are are in crisis mode, meaning a spouse or family member requires immediate care and they are fearful of losing their life savings. Others we talk with have an incurable chronic condition. Most of our clients come to us because they are in need of a legal resource to guide them with protecting assets before crisis arises.  


We are not attorneys and do not provide legal advice, however, we do offer a brief consultation over the phone and provide direction to the resources you will benefit from the most. There is no obligation, and the consultation is free. Rest assured, no matter your situation, every appointment receives our undivided time and respect.


If you're ready for answers, click the button below to start your free consultation! After our first phone appointment we usually have the information necessary to provide you solid direction and additional resources you can trust.


Contact us now for your free, no cost/no obligation consultation!

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Protect Your Legacy!


Legacy Planning is a pre-planning estate preservation strategy that utilizes appropriate planning techniques and the implementation of legal arrangements and documents to preserve the estate assets.

Legacy Planning requires early-stage pre-planning techniques and are usually structured and implemented by a financial professional and/or Estate Planning Attorney.

Once a death, chronic, critical or other health crisis occurs the estate’s legacy assets are at risk.


How To Provide For Custodial Home, Assisted Living and Nursing Home Care?

AFTER the event has started and where finances and challenging health conditions prevent

Pre-Long-Term Care Planning Options.




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