The estate plan should be the beginning of a lifetime relationship with a trusted legal advisor. Preventing Stress, Frustration and a Family Meltdown by Creating Customized Estate Plans for Seniors. In the beginning, I was trained to be a traditional estate planning attorney. I have always enjoyed meeting with clients, but felt let-down when they walked out the door.
I knew I probably would not hear from them again. I wanted to have a more meaningful long-term relationship with my clients, but did not know how. Now I have systems in place to maintain a relationship with all clients. Now individuals and families think of me as the person they can turn to get answers about their estate plan.
I knew I probably would not hear from them again. I wanted to have a more meaningful long-term relationship with my clients, but did not know how. Now I have systems in place to maintain a relationship with all clients. Now individuals and families think of me as the person they can turn to get answers about their estate plan.
Services
Linda assists individuals and families with estate planning, what to do when death happens, plans for the protection of minor children if the parents die, caring for a loved one with a mental disability, obtaining medical expense payment by using the veteran pension benefit, and preparing for nursing home costs using Medicaid.
What if you are seriously injured in a car accident and although you recover physically, your mind is confused? Who would pay your bills? What if your spouse is out of town and you are rushed to the emergency room? Who would make medical decisions for you? And, yes, what if you die? Hopefully, you will never be injured, disabled or suffer from dementia.
What if a family member does not have a Will or Trust when they die? What if all the beneficiaries are also named as executors? What if there is not enough money to pay all the debts? How do you avoid legal landmines and meet legal deadlines? Linda can ease your mind and provide specific answers to your questions to avoid confusion and possible personal liability.
What if a loved one is seriously injured in a car accident and although they recover physically, their mind is confused. Who would legally pay their bills and make decisions for them? What if a loved one is suffering from dementia and is dangerously living on their own? What if a loved one is diagnosed with Alzheimers?
Our biggest concerns before meeting Linda were trust, cost and honesty. Linda impressed up with her honesty, quickly put us at ease and answered all of our questions. She guided and helped us create our estate plan which leaves us feeling like the world has been lifted from our shoulder. Now we have peace of mind knowing that we have a complete estate plan which assures us that our wishes are met for our future medical and financial needs.
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