Home2022-05-06T09:12:10-05:00

 

OUR MEMBERSHIPS

Client-Centered Representation

We understand how difficult the legal process can be. For that reason, we are committed to simplifying it as much as possible. We don’t use “legalese” and our processes are far from complex. Our attorneys are simply here to provide you with clarity on how the legal system works, and navigate you through the matters you are dealing with.

Putting Clients First

Transparent Guidance

Flat Fee Arrangements

Open Communication

Compassionate Counsel

Free Educational
Workshops

Veterans
Benefits

Estate Plan
Maintenance Program

ATTEND OUR WORKSHOP

How to Protect Your Stuff in 3 Easy Steps!

Join us for a Free Educational Workshop that covers frequently asked questions and common misconceptions regarding Wills & Trusts, Asset Protection, Medicaid Qualification, Long-Term Care, and Estate Taxes. Learn from attorneys some of the strategies and tools that will allow you to protect your savings, estate and preserve your legacy. We help our clients, and professionals in the field, create individual estate planning solutions that work. We have a variety of workshops that teach fundamental estate planning concepts. Reservations are required.

Michael T. Willis, Esq

Founding Attorney

Contact us for a better futureGet a Consultation

Latest Blog Posts

Avoid Guardianship With a Durable Power of Attorney

By |August 1st, 2024|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

Conservators and guardians are appointed in court to make decisions about health care or finances for adults who are incapacitated. A durable power of attorney lets you choose a trusted decision-maker for the future.

Proposed Medicare Bill to Help Seniors With Medical Costs

By |August 1st, 2024|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Planning for Minor Children, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

In the ever-evolving landscape of health care, one critical challenge has been ensuring that Medicare recipients receive the coverage they need without undue financial burdens.

Promissory Notes and Medicaid Planning

By |August 1st, 2024|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Planning for Minor Children, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

A promissory note is normally given in return for a loan. Classifying transfers as loans rather than gifts can be useful because it sometimes allows parents to “lend” assets to their children and still maintain Medicaid eligibility.