What We Do
Living Revocable Trusts, Asset Protection Planning, Wills, Powers of Attorney, and Advanced Health Care Directives.
Working with seniors and their families to address the unique needs that arise as we get older. In addition to estate planning, we are here to help you navigate through the issues of long-term care planning and maneuvering through the qualification and application process for Medicaid benefits.
Whether you are just starting out or are well-established, our team can handle a variety of issues including contracts, human resources, sales and acquisitions, and more.
Our team is here to help when the responsibility for a loved-one’s estate transfers to you, helping successors understand their role and the steps necessary to promote a smooth administration of an estate.
A former emergency services dispatcher, police records clerk, and deputy municipal court clerk, Frankie knows how to multitask to get the job done. Working with clients in our business services and estate planning practice groups, Frankie ensures clients know what information to collect and helps them keep their plans organized.
Frankie also manages our subscription-based trust funding program, helping clients with complicated estates ensure that assets are properly titled to make funding your plan, and keeping it properly funded, as easy as possible.
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