The subject of our fees is one we know is important to you, and we want to be very up-front with you on the subject.
Estate planning, asset preservation planning, VA and Medicaid benefits planning, and special needs planning, when done correctly, are very personal and individualized processes. Your financial future, and that of your loved ones, will be directly and often dramatically impacted by how well the planning is done. No two clients, and therefore no two plans, are ever alike. Our work always involves much more than preparing documents. We need to partner with and guide you in seeing to it that your plan doesn’t just “look good on paper” – we need to, and we will, help to make sure that it “works in real life.”
In order to develop your plan, we need to first listen and learn – about your current circumstances, the health care challenges you may be facing now or in the future, your individual preferences, your family circumstances, your planning goals, and your financial situation. Doing so will enable us to determine how best we can help you, how much of your life savings the planning can help you protect, and how much and what types of work we will need to do to accomplish the help.
At the end of our initial meeting, we will let you know what to expect regarding how much our fees will be so that you can know how much to budget and make an informed decision.
Are we “the cheapest lawyers around?” No, and we don’t claim or try to be. After all, your life savings are at stake. We don’t think it’s wise to “cut corners” under circumstances in which how well, and how thoroughly, the planning is done can have a financial impact that can far, far exceed the investment you make in the planning. For example, is it a wise choice to spend an extra $1,000 on planning done in a way that will protect an extra $50,000 of your life savings? We think so, and we hope you will share that belief. When it comes to protecting your life savings, it’s really important to cover all the details.
Do we offer exceptional value? Yes, we promise that we do. We pride ourselves in achieving excellent results for our clients. We’re able to achieve that because we have a staff of dedicated and accomplished professionals. We are not a general practice firm. Elder law and estate planning are what we do, all we do, and we do them very well. In many situations, the value of the assets we’re able to help our clients protect is more than ten times the amount they invest in our fees. How many other investments can offer you a 1,000% or higher rate of return?
We believe it’s worth mentioning that most of the prospective clients who meet with us choose to hire us. We think that’s a good indication that, after people learn what our planning can help them to accomplish, and see that we have the knowledge, experience and confidence it takes to produce excellent results, they’re convinced that our fees are fair and reasonable, and that they represent a good value and investment. We think that when you meet with us, that’s how you will feel.