Planning for the Future is for Everyone: It is Never too Early, BUT It Could be Too Late

Estate Planning is a proactive measure. By placing safeguards during and after the lifetime of an owner (such as creating wills and trusts) even limited assets can be preserved for the next generation rather than going to the government, becoming the source of contention among loved ones, and being largely eaten up by lawyers and creditors.  The preservation and transfer of real estate and other assets in low- to moderate-income and minority communities can make a difference for generations to come. There are different solutions for different situations. The types of services I provide include:

  • Contingency Planning: incapacity planning, long-term care planning, Guardianship, etc. 
  • Estate Planning
  • Wills and Trusts
  • Special Needs Planning
  • Asset Protection Planning
    • Veteran's Asset Protection
    • Medicaid Asset Protection
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ElderCounsel membership gives me access to resources, training, and fellow practitioners which allows me to stay current with changing government regulations and legal strategies to meet your needs in the most comprehensive and protective ways possible. It can be overwhelming to try to anticipate all of the life events that could impact your financial security.

Find someone you can trust to help you navigate the system. I would be honored to work with you.

Forbes has published a great article that helps to explain the basics of estate planning which I cite here for your consideration: Napaletano, E. (Nov. 28, 2022). Estate Planning Basics – Forbes Advisor.  Last accessed 05/24/2023. 

Plan for the Unexpected Now

If you live in Hawaii, Florida, or Maryland, I may be able to assist you with basic estate planning tools. If you are an offender or anticipate being incarcerated soon, check out my blog on tips to help you and your family prepare for incarceration.