Skip to content

Case Studies

Real Client Experiences

Stories of Hope & Success

Every client has a unique story. Read how we've helped families navigate complex elder law and estate planning challenges with compassion and expertise.

portrait of Joe and Linda Bennett
J

Joe and Linda Bennett

“Going to Greece has been a dream for us, but the thought of leaving town unprepared felt like a nigh...”

Read Story
portrait of Sue Brown
S

Sue Brown

“It was very important to me to find someone who could understand me as a woman who was going through...”

Read Story
portrait of Bob and Connie Pirner
B

Bob and Connie Pirner

“Doreen and her staff are so friendly and nice, they get you past that scary, I'm talking to a lawyer...”

Read Story
portrait of Joe and Bev Gouer
J

Joe and Bev Gouer

“I have always loved playing cards. It is one thing to gamble with friends for fun, but I should neve...”

Read Story
portrait of Bob White
B

Bob White

“Too soon old… too late smart. I waited too long....”

Read Story
portrait of Robin Shipley
R

Robin Shipley

“I don’t have to wonder what to do anymore… I know. Doreen gave me the proper knowledge and tools....”

Read Story
portrait of Joe and Elly Summers
J

Joe and Elly Summers

“Peace of mind is real for us now. We would certainly do it all over again but much sooner....”

Read Story

Every consultation is specialized to fit the needs of each client.

For us to best understand your estate planning needs and goals, please fill out our checkup form.

Get Started Today

Secure your family's future

  • Personalized estate planning strategy
  • Protect assets from nursing home costs
  • VA benefits & Medicaid guidance
  • Peace of mind for your family
Contact Us