» Special Needs Planning

How a Certified Dementia Practitioner Can Help You

Dementia afflicts millions of people in the United States, and tens of millions of people worldwide. With improvements in life expectancy, that number is expected to continue to rise in the coming decades. Meeting the needs of dementia sufferers, inc… Click here to learn more
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What Is a Special Needs Trust?

If you have a disabled child or family member, you have probably heard that you should set up a “special needs trust”. Find out what that is and why it is such an important part of any caregiver’s estate planning. In this blog post,… Click here to learn more
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Practice Areas

Navigating the needs and complexities surrounding the older and aging population…
Guardianship, conservatorship, trust administration, and probating an estate.
Planning for an individual or loved one's incapacity or death
Future financial, life management, and medical care for those with disabilities.

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