Long-Term Care Planning

Long-term care costs have the potential to wipe out almost any estate. In the Oshkosh area, the average cost of a private room at a nursing home is $9,591 per month, or just under $115,000 per year. Joe will review with you all the options you or your loved one has available to ensure that everything they had worked hard for decades to earn isn’t lost.

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Estate Planning

With an expertly-prepared will or trust-based estate plan, you can set aside the impersonal state-drafted plan and help ensure that: Your estate will be administered as quickly and cost-efficiently as possible, your assets will be distributed to who you want to receive them, and your minor child will be cared for by the persons you choose.

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Special Needs Planning

By utilizing a First-Party Special Needs Trust, Third-Party Special Needs Trust, or WisPACT Trust, an individual with special needs can maintain SSI and other means-tested social services eligibility without having to squander assets.

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Young Family Planning

If you have minor children, you need a will. There is no exception. Joseph strives to provide estate planning for his clients that put their families in as strong of a position as he is putting his.

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Disability Planning

Disability planning is the cornerstone of all estate planning, and it’s the first area that should be addressed; with this planning, you will receive Durable Financial Powers of Attorney, Health Care Powers of Attorney, and HIPAA Authorizations.

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Contact Joe Today

Joe is interested in assisting you with Long-Term Care(Elder Law), Estate Planning, Planning for Veterans, Young Family Planning, and Disability Planning. He offers assistance and support to persons of every age and walk of life.

Contact Joe