Services

We provide the helping hand when you need assistance.

Major concerns may include:

• What are my options?
• How do I pay for needed services?
• Can I avoid spending all that I have saved?
• Should I re-title or transfer assets?

There are numerous options available; it’s just a matter of choosing which is best for you. We will analyze your particular situation, explain strategies for your consideration, then implement your plan of action. We will prepare the Medicaid application, and accompany you when the application is submitted. We will handle communications with the Family Support Division to expedite eligibility for benefits, and follow-up on any issues that may arise.

The Basic Documents

Durable Power of Attorney allows you to appoint one or more individuals of YOUR choice to make decisions and carry out specified activities on your behalf.

Advance Healthcare Directive allows you to express your wishes regarding healthcare. It is the document by which you choose what life-prolonging procedures are to be withheld or withdrawn. This document includes the appointment of someone you choose to make sure your wishes are honored by the healthcare provider. This is commonly referred to as a Power of Attorney for Healthcare.

Revocable Living Trust does a number of things. You can avoid the probate of assets that are transferred to the trust. You can retain full decision-making authority as long as you choose, or until you become incapacitated. You select who you want to manage your trust assets and affairs. This document is very beneficial when you want to leave assets to a child or grandchild who is a minor, or suffers from a legal disability. The trust document is customized to fulfill your particular needs. Privacy is also protected.

Will governs distribution of assets owned by you at your death. If you use the Will as the document to transfer assets, you do not avoid probate. A Will is often used in conjunction with other estate planning documents.

Networking

Even the most dependable family members seldom fulfill all demands required of a caregiver. Finding good, reliable community support is the key to a successful plan. There are a number of healthcare providers and businesses that can be hired to provide assistance. Allow us to use our experience in this field to assist you in finding quality service providers to meet your needs.

First Step

We recognize that our clients face many decisions regarding their personal and financial independence. We provide information and guidance to help families make their own best choices, and the technical expertise to see that those choices are honored.

The most difficult step is frequently the first one. Too often individuals wait until there is a crisis. This often limits options and may prevent implementing a plan that is best for you and your family. We pride ourselves on our ability to provide our clients and their families with high quality, personalized service in a cost-effective manner.
 

Call today to schedule an appointment: (314) 729-0200.

>> Important Documents