Estate Planning & Elder Law

Estate Planning & Elder Law

Do you have a plan for long-term care? How do you want to spend your time with family and friends as you age? How do you want your assets to be managed — now and in the future? Will skilled nursing or nursing home care be needed? What are your final wishes? These are deeply personal choices, and they’re too important to leave to chance.

At Simpson Legal Solutions, we help families in Port St. Lucie and across Florida make confident decisions about their estates that help clients and their families after death, but now, during your lifetime. We provide thoughtful guidance in all areas of wills, trusts, estate planning, elder care, and long-term care planning, ensuring your intentions are clear and your loved ones are protected, both during your lifetime and after.

Through careful estate planning, we can help you with the following:

Estate Planning: We are qualified in the use of wills and trusts and other estate planning tools. We achieve great comfort and success for our clients because we focus on the lifetime needs of our clients then work that lifetime plan into post death distribution of assets.

Legacy Planning: Going beyond standard estate planning, we assist in strategizing and implementing methods for passing down values and personal beliefs to your loved ones through careful management of the way your wealth and assets are used in accordance with your wishes.

Special Needs Planning for the Disabled: In order for many disabled people to obtain health insurance and other assistance, they must qualify for Medicaid and other government programs based on financial need. We help our clients to legally and ethically protect assets so as to retain or obtain eligibility for these sometimes life-giving benefits. This planning also applies to our clients who wish to provide for a disabled heir in a will or trust.

Guardianship: First and foremost, we seek ways for our clients to avoid guardianship proceedings; however, sometimes this becomes necessary for families as the only way to help an incompetent loved one. We have experience in guardianship cases and can help our clients to minimize the costs and aggravation in these paperwork laden proceedings. See our Guardianship page for more information on guardianship and alternatives.

Long-Term Care Planning: We help our clients pursue alternatives to nursing homes, but if a nursing home or other extensive care is necessary, we help alleviate some of the overwhelming burden of placing a loved one in a facility. We accomplish our client’s goals by protecting our clients’ life savings against high costs of care and assisting families to access the best of long-term care.

General Aging and Disability Advice: Sometimes the greatest service we bring to a client is our depth of experience and resources in aging and disability matters. A client may come to our office looking for assistance on a specific legal issue such as a new Will, but ultimately leave with a feeling that is the greatest value is the guidance and support following our consultations and representation.

When your affairs are in order, you gain peace of mind — knowing your family and future are secure. Let us help you create a plan that reflects your values and goals.

Contact Simpson Legal Solutions today to schedule your consultation and start planning with confidence.