Live a Healthier, More Independant Life
Our estate planning geared toward seniors helps you live a healthier, more independent life by creating an aging plan.
Our comprehensive approach includes making sure your property is secure, your assets protected from the costs of long-term care, and you have a trusted team in place to make medical and financial decisions if you became incapacitated.
With a solid plan in place, every contingency is anticipated so your life is always under your control.
" I wanted to say on behalf of myself and my entire family – a gigantic thank you for all your efforts!!!! None of us could have done this without you and your team. We know my father is safe and well cared for and this means the world to us, so we are indebted.”
- Medicaid Planning Client 2021
Estate Planning for Seniors
Life after retirement should be liberating – we are entering the Third Age. In order to maintain independence, seniors need to put certain measures in place.
Estate planning for seniors includes passing on assets to the next generation – but it is so much more than that. It encompasses planning for incapacity using Advance Directives and putting in place an Aging in Place plan that may include a trust to protect assets for a spouse or future generations.
If the possibility of a nursing home scares you, we will help you face it head-on. We are happy to host a family meeting to make the talk more productive, positive and less stressful for you and your family.
We Help Seniors With
Healthcare Proxy, Living Will, and Durable Power of Attorney. These Directives speak for you when you cannot do so for yourself and are in effect during your lifetime and extinguish at your death.
Elder Law encompasses a broad range of legal issues affecting seniors as they age. We focus not only on the distribution of assets at death, but also planning for living in the decades after retirement.
Avoid Nursing Homes
With proper planning, seniors can remain at home and receive the care they need. Even if someone is already in a nursing home, there are immediate planning options available to cover the costsand protect assets.
Our consultations are always thorough
and always free
Book online, schedule through email
or call our office at (212) 739-1736
Aging Independently & Gracefully
Let’s sit down and put together an estate plan that works for you and your budget so that you can get on with living. You may think that this is an overwhelming and expensive task, but I promise you that it is not. Most of the work can be done remotely, in our lovely office or at your home.
We offer flat fee pricing to make sure we get every detail right and that you understand the process from start to finish.