Frequently Asked Questions
We're here to help with estate and care planning questions
These are some of the most common questions we hear about planning for the second half of life. If you don't see your questions, contact us and let us know how we can help.
What is the process to establish services following an initial consultation?
After your consultation, we’ll craft a tailored plan that fits your specific needs and goals.
Do you charge for an initial consultation?
Most initial consultations are free of charge. To receive an initial consultation, you’ll provide us with some information about your needs and goals during your initial consultation request. After that, we’ll provide you with an intake form so we can assign your case to the right person to explore how we can help.
Request your initial consultation here.
What is the difference between estate planning and estate administration?
Estate planning is the term we use to describe the set of legal documents that determine what happens to the things you own upon your passing and who will be in control of that process. In addition, a comprehensive plan will also name who will make decisions for you if at some point you are unable to make your own decisions about your health or finances. Learn more about our Estate Planning services.
Estate administration is the process of managing the affairs of the estate after a loved one passes. It can involve the probate process, trust administration, and the managing of estate assets. Learn more about our Estate Administration services.
What are the costs and ways to pay for long-term care?
The cost for long-term care varies based on the type of care chosen. Long-term care can include in-home care, retirement communities, assisted living communities, or nursing homes. Out-of-pocket cash, long-term insurance benefits, Medicaid long-term care benefits, or VA pension benefits can all be options to pay for long-term care.
What is probate?
Probate is the legal process in which a Will is validated, debts are paid, and assets are distributed. It can also involve special procedures when a person dies without a formal Will. Learn more about probate.
What is long-term care?
Long-term care is a need for care that arises from an illness or injury that is expected to have a lasting impact on a person’s ability to perform the basic activities of daily living. Learn more about long-term care.
Why do people create Trusts?
Many people choose to create Trusts to protect their savings and quality of life now and ensure the inheritance they leave behind makes it safely into the right hands after they pass.
What is a Trust and how do Trusts work?
A Trust is a legal entity in which one party (the trustmaker) gives another party (the trustee) the right to hold and control property for the benefit of a third party (the beneficiary). Like an individual, a Trust can own, buy, and sell accounts and property, as well as distribute income. Learn more about Trusts.