Our Process
How to Get Started
Beginning your legal journey with Safe Harbor is both straightforward and assuring. We ensure every potential client is treated with care and expertise.
1.
Get Educated
Our workshops are fun and entertaining ways to learn about Estate Planning and Elder Law in Florida! We provide you with the information to decide what is right for you. If after attending, you decide we aren’t the right fit – no problem! You’ll never feel any pressure from our team.
2.
Get Scheduled
After attending our workshop, you are entitled to a complimentary 1 hour meeting with one of our experienced attorneys where we’ll discuss your specific situation, questions and needs.
3.
Proposal & Agreement
We’ll present you with a detailed proposal. Once agreed, we’ll begin working diligently on your behalf.
4.
Commencement
With everything in place, our collaboration begins, ensuring your peace of mind every step of the way.
Workshops
Beyond one-on-one consultations, we host several workshops aimed at providing valuable insights into various legal domains.
Estate Planning Workshop
- Wednesday, May 22, 2024, at 10:00am
- Safe Harbor Law Firm, 5237 Summerlin Commons Blvd., Fort Myers, FL 33907
Estate Planning Workshop
- Tuesday, May 21, 2024 at 3:00pm
- Safe Harbor Law Firm, 4500 Executive Dr., Suite 100, Naples, FL 34119
Estate Planning Workshop
- Thursday, May 9, 2024 at 3:30pm
- Safe Harbor Law Firm, 4500 Executive Dr., Suite 100, Naples, FL 34119
UNDERSTANDING
Understanding Your Concerns
We recognize the frustrations and unease clients often face regarding attorneys’ fees. The lack of clarity, fluctuating fee structures, and uncertain final costs can be daunting. But we’ve transformed this narrative.
transparency
Our Fee System & Process
- Every fee at Safe Harbor Law Firm is transparently outlined on our laminated fee schedule, ensuring you’re never left in the dark.
- Post-workshop, should you wish to proceed, our consultation phase is all about listening to you. By understanding your needs deeply, we can provide you with clear and precise options and their associated fees.
- We’ve championed a client-centered approach. Our process begins with a free, engaging workshop that dives into estate planning through real-life scenarios and stories.
- We respect your decision-making process. After presenting the options, our attorney will leave the room for you to discuss and decide. We believe in open dialogue, letting you choose at your pace and comfort.
Commitment
Our Commitment
to You
Trust, transparency, and relationship-building are at the heart of our fee structure. We’re honored by the confidence our clients place in our process and take pride in maintaining these values at all times.
Frequently Asked Questions
Becoming a Client
Elder Law is a specialized field of legal practice that addresses issues relevant to senior citizens and their families. This includes long-term care planning, Medicaid strategies, asset protection, guardianships, and standard estate planning, among others.
While there is overlap, Estate Planning focuses mainly on the distribution of assets after death and certain financial preparations. Elder Law covers a broader range of topics, including planning for long-term care, addressing potential incapacity, and ensuring eligibility for governmental benefits like Medicaid.
It’s never too early to begin planning. Proactive planning can provide more options and flexibility, ensuring you’re better protected and prepared for the future.
Even if proactive planning hasn’t been done, there are still legal strategies and tools we can employ to protect assets and qualify for benefits. Each situation is unique, so it’s essential to consult with an Elder Law attorney.
Elder Law encompasses various strategies to safeguard assets, from specific trusts designed to protect property and savings, to tactics for qualifying for Medicaid without depleting all your resources.
Medicaid planning involves strategies to ensure an individual qualifies for Medicaid support for long-term care while preserving as many of their assets as possible. This might involve spend-down techniques, asset transfers, or the use of specialized trusts.
It’s advisable to review your plan periodically, especially when there are significant changes in your financial situation, health, or family dynamics. Additionally, staying updated with evolving laws can ensure your strategy remains effective.
While there are DIY resources available, Elder Law can be intricate, with high stakes involved. It’s generally recommended to work with a specialized attorney to ensure that all legal intricacies are handled correctly, and your interests are fully protected.
Yes, certain asset transfers or the establishment of trusts can have tax implications. It’s crucial to discuss these potential consequences with an attorney who can guide on tax-efficient strategies.
At Safe Harbor, we prioritize a personalized and compassionate approach. We understand the unique challenges and concerns that seniors and their families face. Our mission is to craft tailored solutions that provide peace of mind and security for the future.
Reviews
What Our Clients Say
Contact us to become a client today!
Ready to navigate your legal challenges with an experienced partner by your side?
