Personal Planning
Personal Planning
At our firm, personal planning means more than just preparing documents; it is about understanding your life, your goals, and the people who matter most to you. We take a personalized approach to help individuals and families make informed decisions about their future, with legal strategies that evolve as life changes.
Our services span a wide spectrum of personal planning needs. We assist clients with comprehensive estate planning, including wills and trusts tailored to their specific wishes and financial circumstances. For those navigating the challenges of aging, we provide thoughtful elder law guidance, including long-term care and Medicaid planning. When the time comes to settle an estate, we guide families through the probate process with clarity and compassion, and when appropriate, we explore probate alternatives that can offer greater simplicity and efficiency.
We also support clients through the emotional and life-changing process of adoption, offering experienced legal guidance every step of the way. Similarly, when loved ones are unable to care for themselves, we help families establish guardianships and conservatorships with care and sensitivity.
We are committed to supporting our clients at every stage of life. By working collaboratively with your financial advisors and accountants, we can help ensure that your legal plan aligns with your broader personal and financial goals. Whether you’re planning ahead or responding to unexpected events, we’re here to be your trusted legal partner through all of life’s transitions.
- Adoptions
- Elder Law
- Estate Planning/ Wills/ Trusts
- Guardianships/ Conservatorships
- Health Care Directives
- Powers of Attorney
- Probate and Probate Alternatives