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Our Commitment To Elder Clients
Free Initial Needs Assessment For new clients over 55, we will provide a free, written initial needs assessment and set of recommendations for estate, tax and health care planning. We work for you and are willing to demonstrate our commitment at the outset. We are very careful to listen and to ensure we fully understand your legal objectives.
At Home or At Office Consultations We will meet with our elder clients at their home or office without any additional charge. After a brief initial phone survey to ensure that we have some potential to help, we can arrange for your free initial consultation to be at your home or office.
Trusted, Respectful and Loyal Advocacy We are committed to obtaining the best possible legal results while always maintaining respect and civility. There is nothing to be gained from being rude, disrespectful or unprofessional.
We take every precaution to protect your privacy. We are legally required to carefully protect your confidentiality and that is a duty we never forget.
We are dedicated to your cause and will carefully avoid any actual or potential conflict of interest. One important measure of this dedication to you is our commitment to manage our office in a frugal and professional manner. We work hard to drive down your legal expenses.
Please call the office to schedule a free initial consultation.
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