Safe Harbor Blessings

Most folks have the same goals as they age or care for special needs children: high quality of life, bearable costs, and something to pass onto the next generation.

Achieving these goals requires estate planning, wealth protection, medicaid eligibility, special needs or life care planning, etc. Our clients desire to:


Prepare... for life’s obstacles
Prevent... bad outcomes
Protect... a way of life
Provide... for themselves, their families, and their heirs

Gain security in “Safe Harbor Blessings:”

  • diverse legal vehicles (including specialized trusts)
  • clear and coordinated goals
  • resilient plans
  • facilitated family meetings
  • skilled assessments
  • care coordination
  • client advocacy
  • collaborative professional resources

Maximize independence. Minimize costs. Avoid premature institutional care. Make each stage and each transition as comfortable as possible.

Safe Harbor Blessings cost less than one month’s care in a nursing home and can pay for themselves many times over!

Safe Harbor Blessings are designed and overseen by professionals:

Kevin Williams, an experienced lawyer (licensed in Tennessee and Virginia) for over a quartercentury who brings a wealth of personal experience to bear on life’s obstacles.

MaryAnn McCarthy, a masters-level psychologist with post-graduate certificates in Elder Care Management, Estate Planning, Dementia and Alzheimer’s Care and Advance Care Planning Facilitation

Therese Casler of Casler Senior Compass, LLC who has years of experience in specialized forms of insurance and benefits eligibility.

Leela Collins, a Licensed Vocational Nurse with nearly a half-century of experience in geriatric care.

Andrea Batchelder, a masters-level special educator and advocate who has provided services for special needs populations and families for decades.

Together, these professionals will plan for highquality, lowest-cost care; help you protect your assets; and preserve your and your family members’ quality of life.

 

Kevin Williams