Becoming a Client of
Nelson Elder Care Law
Understanding the Three P’s of Estate Planning
#1 – People
Who are the Important People in your life? Beginning with yourself, they also likely include your loved ones: your spouse if you are married, children and grandchildren if you have any, perhaps your parents, siblings or other relatives. Beyond these, however, “Important People” also could include charities, special causes, colleges or universities, or churches to which you are committed. For some, “Important People” could even include pets. Spend some time thinking about the impact others have had on your life. Make a list and jot notes if you like. This is where the planning process truly begins.
#2 – Property
By Property we mean your assets in general. Make a list of the assets you own or control. At this point, you do not need to identify insurance policy numbers and exact dollar values. Rather think through your assets in terms of their nature (cash, stocks, bonds, real estate, etc.); their value in thousands of dollars; and your ownership interest: Do you own assets in your name only, in joint tenancy with someone else, or through a trust agreement or some other arrangement? Be sure to include often-overlooked assets like life insurance (the death benefit, not the cash value), business interests, and any inheritance you may expect to receive.
These are just a few of the issues to consider when approaching the planning process. They are much more important than the “treasure hunt” for legal documents at this stage.
When You Are Ready
Benefits of Choosing
Nelson Elder Care Law
Local Award-Winning Service
The solutions that we provide are more comprehensive than pure legal solutions. We also have years of experience helping hundreds of families through situations very similar to yours. We also close connections with all types of resources in the senior industry. If you need a resource, call us for help.
- “2018 Excellence in Customer Service”
by Cherokee County Chamber of Commerce
- “2017 & 2018 10 BEST Client Satisfaction Attorneys”
By American Institute of Legal Council
- “2019 Super Lawyer Rising Star”
Only 2.5% of attorneys receive this recognition in Georgia
get to know you
Our Client Relationship Manager will spend time to sit with you, get to know you, and understand your personal situation for free.
one flat fee
At the end of the first meeting, if you do need our services, we provide complete and transparent pricing up front and you will know exactly what you will get for one flat fee - no surprises or unlimited billing.
For every dollar invested with us, results in future savings for our clients.
We create solutions for the current situation and flexible enough to protect against future unforeseen perils.
Our offices are “age-friendly” with easy access to parking, walker and wheelchair welcoming, and chairs that are easy to maneuver.
Our staff is compassionate and trained to make our families comfortable