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Please contact our office to discuss what meeting option best fits your situation.
Virtual Appointments
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
The start of the new year is a valuable time for reflection and planning, particularly for those supporting loved ones with disabilities. This period offers a unique opportunity to review and adjust both financial and practical strategies to ensure the best possible...
Estate planning is an important part of financial management. However, as you create your plan, you may wonder, "Should you give away assets before you pass away?" This decision can have significant implications for both your financial future and your heirs. Learn...
Although estate planning is a smart move for most adults, many people don't create an estate plan solely for their own protection. Instead, they only consider drafting documents when they worry about other people in their lives. An estate plan allows someone to choose...
When did you last check who you’ve designated to inherit your retirement and investment accounts? If you can’t clearly remember, then it’s probably time to update your beneficiary designations. It’s natural to think that you have plenty of time to make necessary...
Digital estate planning, an often-overlooked aspect of estate management, becomes even more critical when it involves a special needs adult. With the increasing reliance on digital platforms for communication, entertainment and daily living, ensuring that a special...
Setting up a trust to manage your assets on behalf of your loved ones results in a range of benefits. Done right, a trust can ensure that your estate does not go through costly and time-consuming probate, avoid certain taxes and preserve your loved ones’ privacy. One...
It has long been known that many people don’t write an estate plan because they don’t think that they are old enough. They envision this as something that they should do as a grandparent or at least after they retire from their career. This means that estate planning...
After hearing nightmare stories about guardianships gone wrong, most people only establish one for a loved one as a last resort. They want to help and protect their family member but without taking away their rights and dignity. When guardianship has become the only...
If you have a child, parent, sibling, family member or someone who means a lot to you who suffers from a chronic or severe disability, you are probably concerned about what will happen to them after you pass away. When creating your estate plan, you may wonder how and...
When people hear estate planning, the first thing many people think of is a will. A will is one of the most basic documents of an estate plan, but it’s not the only thing that you can include. There are a few things to keep in mind about estate planning, including: 1....
