AT YOUR SERVICE
Elder law professionals.
Our office helps seniors, veteran’s and their surviving spouses pay for long-term care without going broke. We emphasize protecting assets while qualifying for Medicaid or Veteran’s benefits. Our goal is to help you put a flexible, thoughtful plan in place that protects as much of your estate as possible. We know you’ve worked hard to build up your estate and understand how hard it is to just let it go to pay for long-term care. We are dedicated to these particular issues affecting seniors and senior veteran’s.
I explained the complications as I perceived them regarding the first PR; the conflict of interest as he was an employee of Wells Fargo Advisors and the person responsible for my father’s investments, part of an unpleasant personal relationship and responsible for not catching errors created in the Wells Fargo offices by incorrectly assigning the same account number on two very different accounts: IRA, individual investment. I also mentioned a potentially problematic relative/beneficiary. This did not seem to be an impediment to Evergreen Elder Law.
The advice I received from Evergreen Elder Law in navigating the difficulties with Wells Fargo were in my best interest. The difficulties with the recalcitrant family member who withheld assets from the estate and refused to sign the beneficiary release was handled with the sole goal of closing the estate with the help of Evergreen Elder Care. Declaration of Completion was filed. In thirty days the estate would be permanently closed. Evergreen Elder Law provided professional, supportive, thoughtful and complete service”
ELDER LAW FOCUS AND EXPERTISE
Services we provide are:
Wills and Trusts
Medicaid and Long Term Care Planning
Special Needs Planning
VA Benefits–Pension Aid and Attendance
HOME VISITS ARE AVAILABLE.
CREDIT CARDS GLADLY ACCEPTED.
© 2016 Evergreen Elder Law, PLLC