Your family spent a lifetime building it.
We help you preserve it.They lose it slowly — to nursing home costs, to legal gaps, to decisions made too late.
We help you get ahead of it before a crisis takes that choice away.
Why it matters
Without a plan
Your estate goes through probate — public, expensive, and contestable. Your home is exposed to care costs. The people you love are left figuring it out under pressure, at the worst possible time.
With a plan
Your assets go where you want them, privately and efficiently. Your home is protected. Your family has clarity instead of conflict — and the people you love are taken care of.
What we help you with
Estate Planning
Make sure your assets pass to the right people, in the right way, without unnecessary confusion, delay, or court involvement.
Incapacity Planning
Put the right people in place now, so your financial and medical decisions are never left to a court to decide.
Medicaid Planning
Protect your home and savings from long-term care costs before a health crisis forces your hand.
Asset Protection
Protect your legacy from creditors, lawsuits, and unexpected claims — so what you built stays with the people you built it for.
Legal services are provided through ULIS LAW P.C.
What You get when you plan ahead
You stay in control
The earlier you plan, the more choices you have. Wait too long, and the decisions get made by Medicaid rules, by courts, by time pressure.
No decisions made in a crisis
The worst time to figure out a plan is when you’re already in one. Planning now means every hard decision has already been made — calmly.
Your family knows what to do
Grief is hard enough. When there’s a clear plan, siblings don’t fight, nobody second-guesses, and the family can focus on each other.
Your home stays in the family
A nursing home stay can cost over $150,000 a year. Without the right structure, that comes directly out of your home and savings.
Your loved ones are taken care of
The people who depend on you are protected and won’t be left scrambling. They’ll know exactly what to expect — and so will you.
You stop worrying about this
Once it’s done, it’s done. You’ll stop carrying that background anxiety about what would happen if something happened tomorrow.
Built around real families
Plan and Preserve was built on one belief: every family deserves a real plan before a crisis forces their hand.
We listen carefully, provide clear guidance, and develop practical plans tailored to each family’s specific situation. Every engagement is personal, unhurried, and built around what matters to you.
No templates. No boilerplate. No pressure.
Peace of mind in three steps
We listen first
We design your plan together
A dedicated strategy session where we map your actual exposure and design a protection plan built specifically around your family. No generic checklists. A $300 fee applies — credited toward your full plan if you move forward.
We help you put the protection in place
We prepare everything that needs to be prepared and make sure it’s structured correctly — not just signed and filed. This is where your family actually becomes protected.
What our clients say
…attention to detail and professionalism gave my wife and I confidence that our family’s future is well protected…
Very positive experience…Made the process straightforward from start to finish.
…incredibly patient, super knowledgeable, and took the time to explain everything in a clear, easy-to-understand way…
…went above and beyond for our family, always available whenever I needed support.
…guided us through the process and made sure we understood what was happening along the way…
You're probably wondering...
We already have a Will. Aren't we covered?
A Will may be an important part of your planning, but it is not a safety net. It doesn’t protect your home from nursing home costs, may not protect your beneficiaries, and it doesn’t take effect until after you’re gone. Most families with a Will are more exposed than they realize. A review can help determine whether your current planning is enough.
Do I need a trust?
Not everyone does. The right approach depends on your assets, goals, family situation, and concerns.
We're not wealthy. Is this even for us?
If you own a home or have savings you’d like to protect, this is exactly for you. Planning isn’t just for wealthy families — it’s for any family with something worth protecting and something to lose. In fact, middle-class families often have the most to gain from planning.
Is Medicaid planning only for people who need Medicaid now?
No. Many people begin planning before there is an immediate need, so they have more options and more flexibility later.
My parent is already in the hospital. Is it too late?
Can my family join the conversation?
Please do. The more of your family that understands the plan, the better it works. We offer in-person, video, and hybrid sessions so that adult children, near or far, can all be part of the conversation. Getting everyone aligned early prevents a lot of confusion later.
Where are your offices located if we prefer to meet in person?
What does the strategy session cost?
We charge a $300 commitment fee to ensure dedicated time of legal analysis tailored specifically to your family’s financial landscape. If you choose to move forward with a full protection plan, this fee is credited directly toward your total fee.
Let's have a conversation
If you’re not sure whether your situation is serious enough to call, it probably is. And if it isn’t, we’ll tell you that too.