Estate Planning

Will Variance

If an individual has a chronic health condition or disability, there are more significant expenditures related to maintaining optimal functioning, which may impact estate planning and wills.  We are a group of Certified Life Care Planners who have experience developing life care plans to help resolve will variance matters.

Planning for a family member with special needs should take into account his or her needs and circumstances including: the nature and extent of the special needs, his or her capacity to make decisions relating to property and personal care, and whether he or she relies (or it is expected will rely) on income-tested government programs for support.  Our Certified Life Care Planners have experience developing life care plans for children and adults with special needs that help resolve estate law matters.

Contact us for a free consultation to discuss your unique situation.  We will help you decide whether a life care plan will be beneficial to the resolution of your case.