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I am taking steps to secure my future and want to learn more about creating a Will, Trust, or Powers of Attorney to ensure my wishes are carried out and my loved ones are protected.
I have experienced a death of a loved one and need guidance on next steps OR need help transferring/collecting their remaining assets (e.g. bank account, house, investment account)
My loved one requires in-home care, assisted living, or nursing home care, and I need detailed information on how to strategically plan and qualify for Medicaid benefits.
My loved one is facing mental illness or incapacity and needs help with financial or health decisions OR I need access to their accounts without a signed power of attorney.
My loved one has has special needs due to a physical or mental disability, and I need help strategically planning for their long-term care through a a special needs trust or supplemental needs trust.
I have a different need than those listed above.