Whether your clients need pre-planning or crisis planning, The Elderlaw Firm stands ready to help you and your clients work through these important issues. We invite you to order our Free educational CD about how your clients can keep more of what they’ve got, and we have written informational guides available for popular estate protection topics as well.

As a financial professional, you’ve devoted years to grow your clientele by helping them make good decisions. You should feel confident that your decision to recommend our firm is the right one, too.

We know how frustrating it is to constantly keep up with all of the changes in your professional life. For instance, there is the stress of…

• New investment products (sometimes it seems like they change everyday)
• The markets (up one day….way down the next and clients either happy or upset)
• And the tax laws (seems like it’s becoming more dangerous each time Congress is in session)
  

If you are working in long term care insurance, you have clients who never got around to buying long term care insurance and now one of them…or their parents…becomes ill and that is no longer an option.

The areas of estate protection, long term health care planning, Alzheimer’s planning and Medicaid law is extremely complex. Not to mention concerns about malpractice or upset children who feel that their family has spent thousands and thousands of dollars that could have been protected with proper planning.

Your clients expect answers. We’re here to help them…and you.

At The Elderlaw Firm we are committed to helping financial advisors stay current with estate protection strategies so they can best serve their clients. We regularly offer quality educational programs that teach important estate planning and elder care concepts. We also work with financial advisors and stock brokers to provide helpful marketing tips for the increasingly important long term health care planning concerns confronting seniors as they age.

We enjoy having financial advisors taking part in the planning process for our mutual clients. The client relationship starts with an initial conference. Not only are you welcome to attend, we encourage that. In addition, the initial conference is generally free for clients of financial advisors who know what we can do for families and the types of clients we help on a daily basis.

Once we start working with your client, we will do everything we can to make sure that you and your client are thrilled with our services, and we will work with you in implementing the plan and any needed asset re-allocation.

Our offer to financial professionals is this. We invite you stop by our office for a cup of coffee and talk about your needs for serving your clients and staying competitive in the financial market arena. We would like to know more about your practice, and we will be glad to tell you whatever you would like to know about our law firm, what we do and how we charge.

In addition, please call our office if you ever have an estate protection or Medicaid question. For example, here are the types of clients you see regularly who particularly need our services and we have answers for them beyond traditional estate planning:

• Anyone who has been turned down for long term care insurance.
• A married couple, where one spouse is in a nursing home or likely to be there in the next year.
• Anyone who has received a diagnosis of Alzheimer’s dementia, Parkinson’s, ALS, or is suffering from severe memory loss or the effects of a stroke. These are people who need to know that the time to plan is when they get the diagnosis, not years later after the disease or illness has taken its terrible toll.
• Clients who have had a spouse or a parent in a nursing home or assisted living community. Those clients will know first-hand the importance of expert long term health care planning that goes beyond traditional estate planning. Today the worry of most seniors is, “What happens if a live a long life and become ill, or need someone else to make decisions for me?” These are concerns relating to Elder Law and go far beyond traditional estate planning.
• Veterans who served during a war, are over age 65 and now are facing substantial medical expenses for care in the home, or in assisted living.
• Healthy, vigorous seniors who want to make sure they have their “ducks in a row” for future planning needs.

We offer a variety of publications that you are welcome to request. You can order our educational CD titled “Medicaid Planning and Division of Assets…How to Keep More of What You’ve Got) by clicking here or faxing a request to us at 336-217-5070.

For more information about our educational programs, please contact us directly. We look forward to working with you soon.