Resources for Professionals & Advisors
At Sarah’s Law Firm, we work closely with other professionals and advisors.
We believe the team approach provides our mutual clients with the most comprehensive, realistic, and effective estate plan.
Our goal is to put your client's mind at ease.
We love our clients, and we know you do too.
By working together, we can build the best possible outcome for them.
We are happy to work within your processes or blend our respective methodologies.
Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.
Select your profession below to learn how we can help.
Attorneys
We work with Attorneys to create a comprehensive estate plan or long-term care plan for the future of our mutual clients.
We are experienced in helping Attorneys with:
- Understanding the ins and outs of Medicaid and asset protection planning.
- We can provide strategic planning options to you during a mediation or settlement.
- Our team can create a Special Needs Trust to protect your client's public benefits after getting settlement proceeds.
- Providing the correct documents a client needs to avoid guardianship in case of their mental incapacity during a lawsuit
- Establishing a guardianship to assist a minor or incapacitated adult without a Durable Power of Attorney.
- Giving direction for settlement proceeds to a spouse or minor child's derivative claim when they receive public assistance benefits and helping preserve government eligibility.
- Upholding ethical obligations to the client, the Medicaid collection agency, and the Center for Medicare & Medicaid Services.
We welcome Attorneys to contact us at (989) 567-2100 to discuss how we can work together to serve your clients.
Financial Professionals
For the best possible outcome for our mutual clients, we welcome working with Certified Financial Planner™ practitioners, advisors, consultants, Certified Public Accountants, insurance professionals, and tax advisors as part of our estate planning process.
We are experienced in helping Financial Professionals with:
- Guide clients that are receiving public assistance or benefits.
- Determining the appropriate legal documents clients need in the event of disability or incapacity.
- Figuring out the facts about Medicaid and long-term care planning.
- Learning the basics of different trusts and how they are administered to protect a client's assets.
- Understanding how Medicare and long-term care insurance work with long-term care planning.
- Teaching clients about ways to avoid probate and why it is advantageous to do so
We welcome Financial Professionals to contact us at (989) 567-2100 to discuss how we can work together to serve your clients.
Health Care Professionals
Do you have clients that need guidance with life’s difficult decisions?
We help Health Care Professionals with:
- Giving the facts on Medicaid eligibility and asset protection.
- Providing updates on the proper use of advance directives.
- Educating how advance directives are used for a terminal patient in a persistent vegetative state or end-stage condition.
- Advising on the responsibilities to a patient under the Patient Self Determination Act.
- Explaining the legal proceedings that can assist incapacitated or disabled people with their medical and financial decision-making.
- Teaching about how health care proxies work before a family needs to petition for guardianship for an incapacitated patient.
- Providing knowledge on Health Insurance Portability and Accountability Act (HIPAA) and how it protects privacy rights.
We welcome Health Care Professionals to contact us at (989) 567-2100 to discuss how we can work together to serve your clients.
