WHy Choose The Berger estate & elder Law, P.A. firm?
Berger Estate & Elder Law P.A. has been serving Kansas City for over 30 years providing Trusted Council with Proactive Solutions. Call us today at (913) 491-6332, visit our website berger-lawfirm.com or stop by our conveniently located offices at 11233 Nall, Suite 140 Leawood, KS 66211 for more information.Shedding light on how we distinguish ourselves from other law firms requires an explanation of what those firms are like and how we have progressed into our current model. For many of you who have worked with Estate and Elder Law lawyers in the past, some of this might sound familiar.
Unfortunately, many who encounter Estate and Elder Law services do so under unfortunate circumstances. They may be in a rush to get their affairs in order, so they can take care of a loved one with diminishing health or a stressful estate matter with eminent financial consequences. Feeling rushed to get things “in order and done with,” you sit down with a lawyer. Throughout this conversation, the lawyer speaks in legalese, much of which is over your head. However, you feel he or she is a smart attorney and sign the prepared documents they have for you, which they say will take care of all your pressing needs. You leave the office feeling relieved and that everything has been taken care of.
When you get home, you settle in thinking “mission accomplished.” You relax and put your new expensive pile of documents on the shelf, never thinking about or looking at them again.
But your life doesn’t end there and neither should your Estate and Elder Care Plan. Chances are your family dynamics will change, finances will change and unanticipated circumstances will occur. Many years later, you may buy or sell your home and forget to notify your lawyer to change the name over in your trust. Your children grow older and have children of their own, changing your guardianship and financial distribution decisions from previous years.
Or, you’ll hear there are changes in the tax code, but you figure your lawyer is on top of it and will surely update your trust and other estate documents, sending you a letter when it is all taken care of.
But when it all isn’t taken care of, many don’t realize until it’s too late or at least not soon enough to keep secured the benefits they thought they were getting when they set up their Trust or Life Care Plan in the first place. For many of us, it’s not until a loved one dies or becomes incapacitated that someone in the family bothers to explore their wishes, whose intention of passing down their values, assets and legacy is now in danger. At this point and time, you realize the documents established to carry their legacy are so outdated they have nothing to do with their life or the law.
Elder Care is especially concerning. If your fortunate enough to have a lawyer with the expertise to qualify your loved ones for Medicaid, preserving their years of hard earned assets, often that is the end of the lawyer relationship. Which makes any changes in the aforementioned concerns problematic for you and the ones you love.
We offer not only Estate Planning, but Life Care in such a way that can assist you with as many services as you and your family need when you and your loved ones need them, providing you with freedom and peace of mind, knowing we are here for you.
How do We know all this?
Because with over 30 years of experience in Estate and Elder law, I’ve seen about everything. I’ve seen how easily good intentions and planning can go bad. I’ve seen how often Estate and Elder law is conducted in such a way that it ends up being simply a onetime transaction, void of any relationship between the lawyer and their client.
Unfortunately, what I discovered is the Estate and Elder Care planning industry was not designed to serve growing families who experience lots of change or aging baby boomers who are living much longer.
Our Firm Helps You Prepare For Life
What makes our firm different is that we are not just here to establish a set of documents, we are here for a lifelong relationship, ensuring your loved ones have someone to turn to when you are no longer here. And, to support you in planning for more than your legacy, helping you pass along your values and care for your loved ones as they deserve to be cared for.
We do this by having a comprehensive team not just made up of qualified and experienced lawyers, but additional members with their own expertise. Our staff consists of Case Managers, an Engagement Director and a Client Services Director that has a thorough understanding of the needs and agreements on services provided in Estate and Elder Care situations. Through building relationships with our clients in their unique circumstances with all our team members, we become aware of our client’s status, being able to detect changes when they occur. This keeps our staff up to date on our client circumstances and situations when they occur.
Our services advocate for your loved ones, add convenience for out of town family, improve safety, by making our staff available to you. A carry over effect of these services and our years of experience in the Kansas City area is access to the numerous reputable relationships we have with local service providers as they may be needed.
Jim Berger has been an advocate for the elderly for years, conducting seminars and serving on numerous boards and committees throughout the metro. This includes serving as president of the Kansas Chapter of the National Academy of Elder Law Attorneys, as well as chairman of the Kansas Bar Association Committee on Legal Issues Affecting the Elderly and Disabled. He is also a member of the Kansas Bar Association Section of Real Estate, Probate and Trust Law. Jim is the past chairman of the Johnson County Community Library board.
We have an onsite Senior Resource Center which provides both our current clients and the community with education and meaningful information about Estate and Life Care services available throughout the community. We partner with local organizations to offer educational opportunities and all are welcome to attend.
We often hear from our clients that after preparing for and experiencing their Estate and Elder Care Planning session, they feel a sense of peace over their lives and experience life in a whole new way.
We understand how busy our society can be and that our clients want this process to be as convenient and efficient as possible. So, we want to assure you that by coming in for an Estate and Elder Care Planning session, you are making the best decision for your family and loved ones. The decisions that you make today are vitally important and we want you to know that we are here to help you through them with the highest quality of legal counsel, in an atmosphere of compassion and friendship. We want you to have peace of mind, knowing that your family is protected and loved for, for the rest of their lives.
Estate and Elder Care Planning is about so much more than your financial wealth. It encompasses your values and everything and everybody you care about.
Many people believe that Estate Planning and Elder Care Planning is just for the wealthy. Well, that’s not true. The truth is we’ve developed systems providing access to opportunities that allow you to preserve your wealth and ability to qualify for additional assistance.
As a Certified Financial Planner® , Jim approaches law with a thorough knowledge of investing and money management and over the years we’ve been able to create a unique set of Estate and Elder Care Planning solutions for many of our clients. One day you will need a lawyer, we don’t know why and we don’t know when, but when you do, you will be glad you can call on us, here to advise and help you find the solution that best suits you for whatever you may need.
It may sound like all this Planning and Care is expensive. Well, like many situations and perspectives that is most likely right and wrong at the same time. Our Estate and Elder Care Planning session implements systems and walls of protection around your loved ones and assets that far exceeds in value to any of the costs, preserving both your finances and peace of mind. You should only choose one or more of our services if we can save your family more money than the costs. So, when you choose us to do your Estate and Elder Care Planning, you control your own destiny.
Most lawyers and firms focus on moving your money around so it is preserved for future generations after you die, we focus on your needs during your lifetime and the issues that go far beyond money, after you are gone.
We’ve created many techniques that have helped numerous others take care of their loved ones and preserve their financial, intellectual and spiritual assets for themselves and their following generations.
We thank you for your time and appreciate your interests in working with us. We look forward to seeing you and your family soon.
Berger Estate & Elder Law P.A. has been serving Kansas City for over 30 years providing Trusted Council with Proactive Solutions. Call us today at (913) 491-6332 or stop by our conveniently located offices at 11233 Nall, Suite 140 Leawood, KS 66211 for more information.