Call Today: 304.554.2900

We leverage our experience and knowledge to assist you and your loved ones to obtain the best in your Elder Care Journey.

What We Do

How We Can Help You

We offer various services all designed to protect your legacy. Our practice focuses exclusively on elder law and estate planning.  Founder and attorney Doreen Seamon has provided guidance to numerous families as they make critical legacy planning decisions at all stages of their lives. Unlike other law firms, we also provide direct funding coordination services that ensure your plan is implemented correctly, and that you don’t have to worry. The time to plan is now! Call us today for a FREE estate plan check up – 304.554.2900.
 

Legacy Plan Life Cycle Chart


 

Estate Planning Foundation – Life Stage: Ages 18 – 65 yrs

Basic Estate Plan:

  • Last Will & Testament
  • General Durable Power of Attorney
  • Medical Documents – Medical Power of Attorney, Living Will, and HIPAA Release

Probate Avoidance:

  • Revocable Living Trust
  • Last Will & Testament
  • General Durable Power of Attorney
  • Medical Documents – Medical Power of Attorney, Living Will, and HIPAA Release

Pre-Crisis Planning – Life Stage: 65+ or Post Retirement

Limited Pre-Crisis Planning

  • VA Application, if needed, at no charge
  • Medicaid and/or VA Asset Protection Strategy
  • Trust Funding
  • Eldercare Advocacy & Placement Assistance
     

Documents (as needed):

  • Customized Asset Protection Trust - Choose either Real Estate, Life Insurance, IRA; Supplemental Needs Trust, or other Assets
  • Revocable Living Trust
  • Last Will & Testament
  • General Durable Power of Attorney
  • Medical Documents - Medical Power of Attorney, Living Will, and HIPAA Release
     

Comprehensive Pre-Crisis Planning:

  • VA Application, if needed, at no charge
  • Medicaid and/or VA Asset Protection Strategy
  • Trust Funding
  • Eldercare Advocacy & Placement Assistance
  • Document (as needed)
    • Customized Asset Protection Trust - Real Estate, Life Insurance, IRA, Supplemental Needs Trusts, or other Assets
    • Revocable Living Trust
    • Last Will & Testament
    • General Durable Power of Attorney
    • Medical Documents - Medical Power of Attorney, Living Will, and HIPAA Release

Crisis Planning – Life Stage: Illness, tragedy, nursing home admittance, etc.

Comprehensive Crisis Planning:

  • Medicaid Application
  • Medicaid and/or VA Asset Protection Strategy
  • Trust Funding
  • Eldercare Advocacy & Placement Assistance
  • Document (as needed)
    • Customized Asset Protection Trust - Real Estate, Life Insurance, IRA, Supplemental Needs Trusts, or other Assets
    • Revocable Living Trust
    • Last Will & Testament
    • General Durable Power of Attorney
    • Medical Documents - Medical Power of Attorney, Living Will, and HIPAA Release
       

Limited Resource Medicaid Planning:

  • Medicaid Application
  • Medicaid Spend-down Strategy for resources less than $50,000