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Give Back Benefit

We recognize that some people serve more and do more as a daily sacrifice, so we want to do more for you.

Give Back Benefit Program

We are proud to offer our Give Back Benefit program offering reduced fees on the service plans listed below to all active and retired members of the Military, Police, Fire, and EMS and their immediate families; including children, parents, and grandparents. We recognize that some people serve more and do more as a daily sacrifice, so we want to do more for you.

Whether you are looking to plan ahead or are caring for someone in declining health, we understand your unique planning needs and can provide the right strategies to ensure your pension and other benefits do more for you and are not lost if a health care or financial crisis strikes.

We are here for you now and into the future.

Estate Planning

Ideal For: Healthy people age 18 and over; Singles, Couples, and Families.

Helps You: Get your affairs in order with a comprehensive estate plan that grows with you.

Our Services: An estate plan includes the essential planning documents. It must also address potential incapacity and probate issues as well as the specific circumstances of the client and their beneficiaries.

The Give Back Benefit Plan Includes:

Last Will & Testament
Durable Power of Attorney
Health Care Proxy
Living Will
Revocable Trust

Discount of $250

Learn more about Estate Planning

Asset Protection

Ideal For: Healthy people age 50 and over; Older adults looking ahead to future care needs.

Helps You: Get a head start on protecting assets and laying the groundwork for your financial legacy.

Our Services: Advanced planning can ensure that you get the care you need while preserving assets for your heirs.

The Give Back Benefit Plan Includes:

Complete Estate Plan
Irrevocable Asset Protection Trust
Legal & Financial tools put in place to prepare for Long-Term Care

Discount of $500

Learn more about Asset Protection

Elder Care Planning

Ideal For: Loved ones in declining health; Older individuals just diagnosed with a long-term illness or disability; Individuals who can no longer live safely at home.

Helps You: Get the appropriate legal strategies in place to ensure families have the resources available to respond to every health care challenge, protect assets and maintain the quality of life that your elder loved one desires.

Our Services: Strategic planning in addition to comprehensive asset protection, qualifying for Medicaid benefits and defining, selecting and coordinating the best care.

The Give Back Benefit Plan Includes:

Complete Estate Plan
Complete Asset Protection Plan
Medicaid Eligibility
Medicaid Application
Care Coordination & Advocacy
Health Care Crisis Intervention

Discount of $750

Learn more about our Elder Care Planning service we call the Life Care Plan

Do you have questions
about Elder Care
or Life Care Planning?

Fill out the form below to ask me directly!

Do you have questions about Elder Care or Life Care Planning?

Fill out the form below to ask me directly!

Brian Tully, Esq.

Give Back Benefit