You’re probably
not the only one asking.

Yes. Tell us what is happening in your life or your family. You do not have to diagnose the legal issue before we talk. An overdue will, a parent who is struggling, or a worry about care costs is a perfectly good place to start.

A free initial consultation is available for Estate Planning. That offer does not apply to other services. Call (304) 993-6200 to talk about your estate planning situation and make an appointment.

Bring any wills, trusts, powers of attorney, or other relevant documents you already have, along with your questions. A rough picture of your family, assets, and current concerns is useful. If you do not have everything gathered, do not let that stop you from calling.

Let us know who you would like involved. Family members can often help gather information and talk through practical concerns. We also need to be clear about whom the attorney represents and respect that person’s wishes and privacy.

The things that cause family arguments are not always the most expensive ones. Rachael’s original example is mom’s snow globe collection. A plan can also address who handles matters for you, how you want belongings to pass, and who will care for your pets. Start with what matters to you, not whether you think your estate is large enough.

Do not rely on an assumption when you can ask. A second marriage, a blended family, or an unmarried partner can make the situation different from what you expect. We can look at your circumstances and discuss documents that reflect your intentions.

Not necessarily. There are different kinds of trusts with different purposes. The useful question is whether one would do something your plan needs, not whether you have a large enough bank balance to ask about it.

They need a plan too. Think about who would care for them, whether that person is willing, and how the arrangements will be documented. As Rachael puts it, the last place you want your pets to end up is the animal shelter if something happens to you.

First, find out what documents are already in place. A valid power of attorney may be important, but its scope and the circumstances matter. If the needed authority is not there, your family may need to discuss guardianship or conservatorship. Tell us what has changed so we can help you understand the next legal questions.

A form can look reassuringly simple and still fail to do what you need. The person you choose, the authority you give, and the requirements that apply all matter. Have your documents reviewed rather than assuming a signature means everything is settled.

Please get advice before making transfers. A change that sounds sensible in a casual conversation can have consequences for your legal or care planning. Medicaid and asset protection questions depend on the facts and applicable rules. There is no one-size-fits-all answer here.

We can discuss the legal and practical planning around a smaller home, retirement community, or assisted living, and coordinate with other professionals where appropriate. We do not provide medical services. The aim is to help the pieces work together while keeping your preferences at the center.

Start by asking for help, not by trying to become an expert in probate. Gather the will if there is one, notices you have received, and what you know about accounts and property. We can talk through the responsibilities and questions one at a time.

Clear documents and a conversation about your wishes can reduce uncertainty. They cannot guarantee that people will agree. The goal is to leave fewer things to assumption, especially when family relationships or sentimental belongings are involved.