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Maintaining independence is fundamental for people living with disabilities. Having mobility options allows people with certain disabilities to go to doctor’s appointments, grocery shop, visits friends, and keep a sense of autonomy.
Purchasing a vehicle can be expensive. However, grants and other resources can help meet diverse needs, including for those who need an accessible vehicle of their own.
Examples of these resources include the following:
The U.S. Department of Veterans Affairs invites eligible veterans to seek out its automobile allowance benefits. Vets can also apply for its grants for accessible vehicles and adaptive equipment.
Adaptations may include such vehicle adaptations as changes to seats, brakes, steering wheels, and assistive equipment. Note that each state’s VA office may likely have available grants specific to state residents as well.
This program is headed up by the U.S. Department of Transportation. The Transportation for Elderly Persons and Persons with Disabilities Program grants money to states. The states then coordinate transportation services with nonprofits that address the mobility needs of seniors and people with disabilities.
These types of grant-funded services generally do not provide accessible vehicles for individual use. However, they offer transportation services that are often free or discounted.
Such public transit programs are in place in these and other states:
Northwest Valley Connect in Arizona
CrossTownConnect in Massachusetts
Volunteer Care Giving in North Carolina’s Raleigh area
The Rusk County Transit Commission’s volunteer transportation services in Wisconsin
If you receive Supplemental Security Income (SSI), have a disability, and want to work, the PASS program may be of interest to you. Participants receive a monthly stipend that can go toward paying for an accessible vehicle if required to achieve your work goals. Learn more on the Social Security Administration website.
Across each state, grants for mobility vans vary widely. Be sure to consult The Mobility Resource’s list of state disability grants available specifically for wheelchair vans.
Other state programs exist that assist people with disabilities in modifying their vehicles to make traveling with a mobility impairment easier. Unfortunately, these programs are not consistent throughout the country. Some states that provide their residents with grant opportunities for vehicle updates include:
Kentucky – The Spina Bifida Foundation of Kentucky makes funding for adapting vehicles available through an application process.
New York – The Motion Project Foundation offers qualifying residents grants that can be used for vehicle modifications and other adaptive equipment.
Oregon – The Blanche Fischer Foundation gives grants of up to $1,500 to residents with physical disabilities and financial need.
Texas – The Houston Children’s Charity Chariots for Children program awards accessible vehicles to families of children with special needs .
In addition, numerous states have low-interest loan programs that can help individuals pay for modifying or purchasing a vehicle. These include:
Arizona Technology Access Program
Assistive Technology Loan Program at the Connecticut Tech Act Project
Able Up in Iowa
Montana Assistive Technology Loan Program
Access Loan New Mexico Program
Oklahoma Assistive Technology Foundation loans
Certain car manufacturers also offer rebates for approved devices, equipment, and controls that have been installed in a new vehicle.
Learn more about programs available through such companies as Audi, Honda, and Subaru, among many others. (Other car companies are even launching vehicles specially designed for families with certain disabilities, such as autism.)
Grants for individuals may be available through foundations, nonprofits, and other types of organizations. Depending on the size of the program, some participants may receive enough money to cover the entire cost of assistive equipment and vehicle modifications. Smaller programs may be focused on supporting families with demonstrated financial need.
The following are examples of organizations that provide grants to individuals and families with certain disabilities:
Alyssa V Phillips Foundation. This foundation provides people with cerebral palsy financial aid that can support adaptations to qualifying vehicles.
Chive Charities. This nonprofit helps veterans, first responders, and others with rare medical conditions through grants.
Special Kids Fund. This fund invites families with special needs children to apply for adapted wheelchair vans that are secured through donations.
Muscular Dystrophy Family Foundation. This foundation offers applicants with certain diseases financial assistance for such transportation adaptations as van conversions, transfer seats, and vehicle lifts
Help HOPE Live. Through this nonprofit fundraising website, families with special needs can coordinate crowdfunding campaigns to support their needs
Multiple Sclerosis Foundation. This national foundation funds the Brighter Tomorrow Grant. This grant awards up to $1,000 for goods, services, or equipment that will improve the lives of individuals with MS. Its local chapters also often have grants specific to each state.
Bryon Riesch Paralysis Foundation. This foundation awards grants to people with spinal cord injuries and disorders for specific equipment or modifications.
National Mobility Equipment Dealers Association. This resource offers robust information on accessible driving solutions, funding sources, advice when purchasing accessible vehicles online, and more.
Note that grant application criteria and deadlines will vary from one organization to another. Finding and applying for grants for those who need a wheelchair van or adaptive vehicle modifications can take time. Contact our law firm today for help.
This article is a service of Sharek Law Office, LLC. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Life and Legacy Planning Session, during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. You can begin by calling our office today to schedule a Life and Legacy Planning Session and mention this article to find out how to get this $750 session at no charge. Please note this is educational content only and is not intended to act as legal advice.
As seniors in Denver, Colorado approach retirement age, one of the most important financial and healthcare decisions theyll face is how to navigate Medicare planning. With a variety of coverage options, enrollment periods, and supplemental plans available, understanding how Medicare worksand how to make the most of itcan feel overwhelming.This blog will help guide Denver-area seniors and their families through the basics of Medicare planning, highlight what to consider during enrollment, and share local resources to support informed decision-making. What Is Medicare Planning?Medicare planning involves reviewing your healthcare needs, comparing available Medicare plans, and selecting coverage that aligns with your current and future medical and financial situation. Proper planning helps avoid late penalties, reduce out-of-pocket costs, and ensure you have access to necessary services and providers.Medicare includes several parts:Part A (Hospital Insurance): Covers inpatient hospital stays, hospice care, and limited home health services.Part B (Medical Insurance): Covers outpatient care, doctor visits, and preventive services.Part C (Medicare Advantage): An all-in-one alternative to Original Medicare that often includes dental, vision, and drug coverage.Part D (Prescription Drug Coverage): Helps cover the cost of medications.Medigap: Supplemental insurance to cover what Original Medicare does not. Why Medicare Planning Matters in DenverDenver is home to a large and growing senior population. As healthcare costs rise and plan options become more complex, understanding Medicare is essential for both financial stability and quality care.Heres why local Medicare planning is especially important:Access to Providers: Choosing the right plan ensures access to your preferred doctors, specialists, and hospitals within Denver's robust healthcare network.Cost Savings: Strategic planning can help lower your premiums and out-of-pocket expenses.Coverage Confidence: With the right plan, you wont need to worry about gaps in coverage or unexpected bills.Avoiding Penalties: Enrolling late or choosing the wrong plan can result in permanent penalties or limited options. Common Questions About Medicare in Denver1. When should I start planning? Ideally, you should begin reviewing Medicare options about three to six months before turning 65 or retiring, whichever comes first.2. What if Im still working? If you have employer-based coverage, you may be able to delay enrolling in certain parts of Medicare. Its important to understand how your work coverage interacts with Medicare to avoid penalties.3. Can I change my plan later? Yes. Medicare has an annual Open Enrollment Period (October 15 December 7), during which you can make changes to your plan. However, planning ahead ensures youre not scrambling during this busy window. Local Medicare Planning Resources in DenverFortunately, Denver offers a variety of free and neutral resources to support seniors and caregivers with Medicare-related questions:State Health Insurance Assistance Program (SHIP): Offers free, unbiased counseling.Community seminars and webinars: Often held at local libraries, senior centers, and community health clinics.Online directories and planning tools, like those found on Seniors Blue Book.Explore more Denver senior resources here: Denver Senior Resource Directory Medicare Planning Resources in Denver Tips for Successful Medicare PlanningWhether you're helping a loved one or managing your own transition to Medicare, here are a few important tips:Make a list of current medications, doctors, and healthcare needsReview each part of Medicare carefully to understand whats coveredCompare plans side-by-side, especially Part D and Advantage plansAsk for help if youre unsureneutral guidance is availablePlanning for Medicare can feel complex, but taking the time now can help you avoid headaches later. Final ThoughtsWhen it comes to Medicare planning in Denver, education and preparation are key. With the right information, resources, and support, you can make informed decisions that support your health and financial goals well into retirement. Seniors Blue Book is proud to serve as your trusted local directory, offering a neutral platform to explore providers, find guidance, and access the services you need to age well in Denver.
When it comes to maintaining independence and safety, a Medical Alert System can make all the difference for seniors. Especially in Denver, where residents enjoy an active lifestyle amidst stunning views and a vibrant community, having a reliable medical alert system ensures peace of mind for both seniors and their loved ones. Whether you're aging in place, recovering from an injury, or simply looking to enhance your safety, a medical alert system can be a game-changer.In this blog, well explain what a medical alert system is, how it works, and why it's so important for seniors in Denver. We'll also guide you on how to choose the right system to suit your needs. What is a Medical Alert System?A medical alert system is a device designed to provide emergency help at the press of a button. These systems are typically worn as a pendant or bracelet and allow seniors to call for help quickly and easily, even if they are unable to reach a phone. With a medical alert system, seniors can feel confident knowing that assistance is just a button press away.Most systems come equipped with a 24/7 monitoring service, connecting users directly to trained professionals who can assess the situation and dispatch help if necessary. Whether its a medical emergency, a fall, or simply needing a check-in, medical alert systems are crucial for providing immediate support when its needed the most. Why Do Seniors in Denver Need a Medical Alert System?Living in a bustling city like Denver, seniors often find themselves navigating busy schedules, outdoor activities, and social events. However, accidents can happen at any time, and having a medical alert system can be a lifesaver. Heres why these systems are essential for seniors:1. Immediate Access to HelpOne of the most important benefits of a medical alert system is the ability to call for help instantly. In an emergency, every second counts. With just the press of a button, seniors can reach emergency responders or loved ones, ensuring a faster response time.2. Independence and Peace of MindSeniors often want to remain independent and avoid burdening their family members. A medical alert system gives them the confidence to live on their own terms while providing family members with peace of mind, knowing that help is available if needed.3. Protection Against FallsFalls are a leading cause of injury among older adults. In Denver, where many seniors enjoy outdoor activities like hiking and walking, falls can happen unexpectedly. A medical alert system is especially important for seniors who may not be able to get up or reach for a phone after a fall.4. 24/7 SupportMedical alert systems provide around-the-clock support, which is especially important for seniors who live alone or spend time alone during the day. Whether its day or night, a medical alert system ensures that help is always accessible. Choosing the Right Medical Alert System in DenverWhen selecting a medical alert system, it's important to consider factors such as the features offered, the type of coverage, and the user-friendliness of the device. Here are some factors to keep in mind:1. Home vs. Mobile SystemsSome medical alert systems are designed for use only at home, while others are mobile and can be used outside of the home. For seniors who enjoy spending time outdoors or traveling around Denver, a mobile system may be the best option. These systems typically come with GPS tracking to pinpoint the users location in an emergency.2. Fall DetectionMany modern medical alert systems include automatic fall detection technology. If a fall is detected, the system will automatically alert a monitoring center, even if the user is unable to press the button.3. Battery Life and ChargingLook for a system that has long battery life and easy charging options. The last thing you want is for the device to run out of power when you need it the most. Some systems come with rechargeable batteries, while others use traditional disposable batteries.4. Monitoring ServicesEnsure that the system is connected to a reliable 24/7 monitoring service. Some systems offer free trials, so take advantage of these to test out their customer service and response times. A quick, helpful response can make all the difference in an emergency. Local Resources for Medical Alert Systems in DenverFor seniors in Denver looking for a medical alert system, there are several local resources and service providers to consider. These providers offer various models and plans, so you can find one that fits your needs and lifestyle.Explore local senior resources and medical alert options through the Seniors Blue Book directory:Explore Senior Resources in DenverFind Medical Alert System Options in Denver Final Thoughts on Medical Alert Systems in DenverA medical alert system is more than just a safety toolits a lifeline for seniors who want to stay independent while ensuring that help is always within reach. Whether youre enjoying a walk in one of Denvers beautiful parks or simply spending time at home, a medical alert system can provide you with the confidence and peace of mind you deserve. Choosing the right system for your needs is an important decision, so take the time to explore your options and find the perfect fit for your lifestyle. With the right device and monitoring service, you can enjoy your senior years with peace of mind and security.
Navigating Medicare can feel overwhelming, especially for older adults trying to understand coverage options, plan changes, and enrollment deadlines. Fortunately, seniors in Denver, Colorado have access to a variety of helpful resources, professionals, and organizations dedicated to making Medicare more accessible and understandable.In this blog, well break down the essentials of Medicare, local support services, and where to turn for trusted Medicare help for seniors in Denver. What Is Medicare and Why It Matters for Seniors?Medicare is a federal health insurance program for individuals aged 65 and older, as well as some younger individuals with disabilities. It plays a critical role in providing access to medical care, prescription drugs, and preventive services.Medicare is divided into four parts:Part A: Hospital insurancePart B: Medical insurancePart C: Medicare Advantage PlansPart D: Prescription drug coverageWith many plan options and changes that occur annually, understanding whats covered, how to enroll, and when to make changes is key to avoiding penalties and ensuring proper healthcare coverage. Common Questions Seniors Have About MedicareMany older adults and their families in Denver ask the same questions when exploring Medicare:When do I need to enroll?What is the difference between Original Medicare and Medicare Advantage?How much will I pay each month?Are my prescriptions covered?Can I change plans if my health needs change?Thankfully, there is Medicare help for seniors in Denver available through trusted, neutral sources ready to guide you through every step. Where to Find Medicare Help in Denver, ColoradoDenver offers a variety of resources and experts to help seniors make informed decisions about their Medicare coverage. Some of the best sources for Medicare help include:1. State Health Insurance Assistance Program (SHIP)SHIP provides free, unbiased counseling about Medicare. Trained volunteers offer one-on-one guidance to help seniors compare plans, understand benefits, and avoid scams.2. Local Senior Centers and Community OrganizationsMany senior centers in the Denver area host educational workshops, Medicare enrollment events, and access to caseworkers who specialize in senior health insurance.3. Online Directories for Senior ResourcesThe Seniors Blue Book directory for Denver is a reliable place to start your search. It offers a variety of local service providers and Medicare-related support.Explore more options specifically in the Medicare Help category here: Denver Medicare Assistance Listings How to Prepare for Medicare EnrollmentWhether youre new to Medicare or looking to change plans during open enrollment, here are a few tips to help you prepare:Review your current coverage and note any changes in your health or medications.Check deadlines to avoid late enrollment penalties.Compare plans to ensure your doctors, hospitals, and prescriptions are covered.Seek expert guidanceespecially from neutral sources who prioritize your needs over selling a plan. Why Medicare Help Is Especially Important in DenverWith its growing senior population, Denver is home to a wide range of healthcare providers, wellness programs, and insurance experts. But with so many options, its easy to feel confused. Thats why having access to trusted, neutral Medicare support is so importantseniors deserve to feel confident about their healthcare coverage.By utilizing local resources and tools like Seniors Blue Book, older adults in Denver can make well-informed choices that support their health and financial well-being. Final Thoughts Understanding Medicare doesnt have to be a stressful experience. With the right resources, you or your loved one can confidently explore coverage options, manage costs, and access the care you deserve.
Pennsylvania Probate: What You Need to Know After the Passing of a Loved OneIf you are here to learn about Pennsylvania probate laws after the passing of a loved one, we first want to extend our sincere condolences. We understand that this is a difficult time, and we hope the information on this page provides clarity and helps minimize the legal and administrative challenges you may otherwise face.What Is Probate in Pennsylvania?Probate in Pennsylvania is a court-supervised legal process that ensures the transfer of assets from a deceased individual to their rightful heirs or beneficiaries. This process is essential for: Proving the validity of a will Appointing an executor (if there is a will) or an administrator (if there is no will) Inventorying and appraising estate property Paying outstanding debts, estate taxes, and creditors Distributing assets as directed by the willor by Pennsylvania intestacy laws if no will existsIn Pennsylvania, if a deceased person owned real estate or assets solely in their name, their estate must go through probate before assets can be legally distributed.The Downsides of Pennsylvania Probateand What You Can Do NextMany residents in Allegheny County, Butler County, Beaver County, Washington County, and Westmoreland County have heard that probate is a lengthy, expensive, and public process. Unfortunately, this is truewithout proper estate planning, probate can be costly and time-consuming.The best way to avoid probate in Pennsylvania is to plan ahead using strategies such as revocable living trusts, beneficiary designations, and joint ownership structures. However, if you are already in a position where probate is required, the best thing you can do is educate yourself and seek experienced probate legal assistance to complete the process as efficiently and cost-effectively as possible.How Is a Probate Case Started in Pennsylvania?Probate can be initiated by any beneficiary or creditor, but most often, the process begins when the Executor named in the will files the original will and a petition with the Pennsylvania probate court.If there is no will, a close relative of the deceased (such as a spouse, child, or sibling) typically files the petition to become the Administrator of the Estate.Choosing the Executor for a Pennsylvania EstateIf a valid will exists, the individual named as Executor will handle the probate processif they are eligible and willingIf no Executor is available or no will exists, any interested party (such as a family member) can petition the Pennsylvania Orphans' Court to be appointed as the Administrator of the Estate.Executor Compensation in PennsylvaniaUnder Pennsylvania probate law, Executors and Administrators receive compensation based on a percentage of the total probate estate value. This is designed to fairly compensate them for their time and effort in managing estate matters.However, Executors can be held personally liable for any mistakes made during the process. Given the complexity of Pennsylvania probate rules, its critical to work with a skilled probate attorney to avoid legal pitfalls.Do You Need to Go Through Probate If a Trust Exists?In most cases, no. If the deceaseds assets were properly titled in the name of a trust, probate is not required. Instead, the successor trustee will work with an estate planning lawyer to administer the trust and distribute assets.However, many families are surprised to learn that simply having a trust does not guarantee that probate will be avoided. Common mistakes include: The trust was not updated over time to reflect new assets. The decedents assets were never properly transferred into the trust.To ensure your estate plan works as intended, its important to work with an estate planning attorney who provides ongoing trust maintenance and reviews.Which Assets Are Subject to Probate in Pennsylvania?Assets that must go through probate include: Real estate, bank accounts, or investments owned solely in the deceaseds name Personal property and valuable assets without a beneficiary designationAssets that bypass probate include: Jointly owned property with Right of Survivorship Bank accounts or investment accounts with Transfer on Death (TOD) or Payable on Death (POD) designations Life insurance policies and retirement accounts with named beneficiariesHowever, some assets that normally bypass probate can still become subject to the process under certain circumstances. Consult with a Pennsylvania probate attorney to determine if probate applies to your specific situation.How Pennsylvania Intestacy Laws Distribute an Estate When There Is No WillIf no valid will exists, Pennsylvania intestacy laws dictate how the estate will be distributed:1 Spouse (If married, a portion or all of the estate goes to the spouse)2 Children (If the deceased had children, they inherit next)3 Parents (If there are no children, parents inherit)4 Siblings (If no spouse, children, or parents, siblings inherit)This highlights the importance of estate planningwithout a will or trust, the state determines who receives your assets.How Long Does Pennsylvania Probate Take?The timeline for Pennsylvania probate varies depending on the estates complexity. On average: Minimum of 12 months for simple cases Up to 2+ years for complex estates, disputes, or tax-related mattersWhat Are the Costs of Probate in Pennsylvania?Probate costs in Pennsylvania include: Attorneys fees (Based on estate size and complexity) Court filing fees Executor fees (set by Pennsylvania law) Appraisal and valuation fees Publication and administrative costsIn more complex estates, additional fees may apply, increasing probate expenses and delays.How to Choose the Right Pennsylvania Probate AttorneySelecting the right probate lawyer in Pennsylvania is crucial. Many general practice lawyers dabble in probate law, but only experienced probate attorneys have the knowledge to navigate complex estate matters efficiently. You do NOT have to use the attorney who prepared the will. You have the right to choose a specialized probate lawyer who understands the nuances of Pennsylvania estate law and can expedite the process. Avoid costly mistakes. Working with an experienced probate attorney prevents errors that could increase costs, cause delays, or result in legal disputes.Contact Entrusted Legacy Law for a Complimentary Pennsylvania Probate ConsultationIf youre ready to begin the probate process in Pennsylvania, our Allegheny County and Butler County probate attorneys are here to guide you.Call us at 412-347-1731 to schedule a complimentary 15-minute consultation to determine your next best steps.During your consultation, we will: Answer your probate-related questions Provide guidance on estate administration Help you navigate the Pennsylvania probate process efficientlyWe are here to relieve the legal and administrative burden during this difficult time and ensure that your loved ones estate is handled with care.
Estate Planning for Everyone You Love and Everything You OwnHave you ever considered what would happenlegally and financiallyto you, your family, your assets, and everything you care about if the unexpected were to occur?If your estate plan is outdated or non-existent, your assets could be lost to the State Department of Unclaimed Property, subjected to an expensive and time-consuming probate process, or even end up in the wrong hands. Without a comprehensive estate plan, your loved ones may face unnecessary financial hardship, legal disputes, or court intervention at a time when they need certainty and protection the most.If you dont know exactly what would happen to everything you own and everyone you love, the first step is to gain clarity. You need to understand how your current estate plan (or lack thereof) will impact your family so you can make informed decisions about whether it truly aligns with your wishes.How Entrusted Legacy Law Helps You With Estate PlanningWe offer customized estate planning solutions designed to protect your family, preserve your wealth, and ensure your wishes are honored. Through our Life and Legacy Planning Session, we take the time to educate you on the legal, financial, and personal implications of your estate choices.Step 1: The Life and Legacy Inventory & AssessmentBefore your Life and Legacy Planning Session, you will complete a comprehensive estate inventory that outlines your financial assets, real estate holdings, retirement accounts, life insurance policies, and other valuable property. This step ensures that we have a full picture of your estate and can identify potential gaps in your asset protection strategy.Step 2: Creating a Personalized Estate PlanIf you decide that your current estate plan is inadequateor if you dont have one at allwe will work together to design a legally sound and strategically structured estate plan that meets your familys unique needs. The foundation of your estate plan will often include a revocable living trust, which allows you to transfer your assets into the trust while maintaining control during your lifetime.Benefits of a Revocable Living Trust: Avoid Probate Prevents the time-consuming and expensive court process that could otherwise delay asset distribution. Minimize Estate Taxes Helps reduce tax liabilities and protect your wealth for future generations. Ensure Privacy Unlike a will, which becomes public record, a trust ensures your estate remains private. Maintain Control Dictate how and when your assets are distributed to your heirs.For families with complex financial portfolios, business ownership, or special circumstances (such as blended families or special needs children), we offer advanced estate planning strategies tailored to your specific goals.Can You DIY Your Estate Plan?Many people wonder if they can create an estate plan using online templates or generic legal services. Unfortunately, most DIY estate plans fail when families need them the most. What often passes for "estate planning" is nothing more than basic document generation, where you answer a few questions and receive a generic template that may not fully protect your assets or your loved ones. No Personalization A generic template cannot address your unique family dynamics, financial situation, or specific legal concerns. Legal Loopholes Improperly structured wills or trusts may be contested in court, leaving your family in legal disputes. No Ongoing Maintenance Estate laws change, and without updates, your plan may become outdated and ineffective.At Entrusted Legacy Law, we dont just draft documentswe provide comprehensive estate planning services that ensure your estate plan actually works when it matters most. We take the time to understand your familys needs, educate you on your options, and create a legally enforceable, tax-efficient, and conflict-free estate plan that gives you peace of mind.Protecting Families & Minor Children Through Estate PlanningIf you are a parent with young children, your estate plan should begin with a solid foundation that ensures your children will always be taken care of, no matter what happens. Without the proper legal protections in place, your children could end up in the custody of someone you wouldnt have chosenor worse, under state guardianship.At Entrusted Legacy Law, we specialize in estate planning for families with minor children. We help parents:Name Legal Guardians Ensure your children are raised by trusted individuals of your choosing.Set Up Trusts for Minor Children Prevent financial mismanagement by appointing a responsible trustee to oversee assets.Establish Emergency Plans Provide clear instructions for immediate care in case of sudden incapacity or death.Whether youre planning for minor children, adult dependents, elderly parents, or a complex estate, we can guide you through the estate planning process with personalized strategies to protect your familys future.Secure Your Legacy With Entrusted Legacy LawEstate planning isnt just about who gets whatits about ensuring that your loved ones are financially secure, legally protected, and prepared for the future.If you want to create a comprehensive estate plan that reflects your wishes, avoids probate, minimizes taxes, and keeps your loved ones out of court and out of conflict, then now is the time to take action Contact Entrusted Legacy Law today to schedule your Life and Legacy Planning Session and take the first step in protecting your family, your assets, and your future.
Our Firm Prepares You for Life What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldnt want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that youve made the right choices, and handled everything so that you arent leaving behind a mess, when something happens. That is our focus as well. Weve developed unique systems to give you the same access to a Personal Family Lawyer as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if youve already worked with a traditional lawyer or created documents online. Our Team Is Here for You We encourage communication with our clients. In fact, weve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises. We have a whole team to serve you. When you call our office to ask your quick question, you wont have to wait hours or days for a phone call back. Youll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your Personal Family Lawyer, a call will be scheduled when you're both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth. And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime. We have a funding coordinator to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death. Weve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I dont know why and I dont know when, but when you do, you will be grateful you can call on us and well be here to advise you or get you out of a jam. We Help You Transfer Your Life and Legacy Lastly, we believe your financial wealth is only a small part of your overall Life and Legacy Planning which is made up of your far more valuable and most often lost upon incapacity or death intellectual, spiritual and human assets. These assets are what make you who you are, and sum up whats most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets. Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. Its just not a priority, until its too late. How much do you know about your grandparents values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you know very little. Thats why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience the truly valuable assets your loved ones care about the most. Weve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I cant go into all of the details here, but well definitely talk about it when you come in for your Life and Legacy Planning Session.