In general, the more organized and complete your information, the easier and less costly it will be for us to assist you.
Make a copy of all of your important documents, such as your birth certificate, tax return, prior wills, Medicare or Medicaid applications, and social security benefit information, documentation on any trusts or other assets, or similar documents and keep them in a folder.
Bring this folder with you when you meet with us. Complete our questionnaire before you come to the first meeting. By filling in the questionnaire as completely as possible, you will not only help organize your records, but you will reduce the amount of time and the associated expense required for us to gather your information. Also before the meeting, compile a list of questions that you would like us to answer.
The law is complicated and your circumstances may warrant a different answer than what you have read or what you may have heard from a friend.
If you or a family member need assistance with elder law call me at (716) 542-5444.
