SCHEDULE YOUR TRUTH TALK

Truth About Estate Planning Personal Orientation

This meeting is a personal estate planning consultation. It is the same as the monthly group workshops offered at no cost.

There is a $450 fee for this meeting.

This consultation fee will be converted to a payment toward estate planning services if you formally engage the law firm to help you create your estate plan.

Truth About Medicaid Personal Orientation

This meeting is an in-person one-on-one meeting to introduce the process of qualifying for Medicaid long term care benefits while retaining assets protected from the spend-down required in order to qualify under Maryland regulations.

It involves a review of the process and an expected timeline for results. Remember, the accuracy of our advice and projection of results relies heavily on the accuracy and completeness of the information you provide to us.

There is a $450 fee for this meeting.

This consultation fee will be converted to a payment toward our services if you formally engage the law firm to create your plan.