Elder Advisors Law, LLC - Wales, WI

(4 reviews)

Contact Info

  • Location 450 N Wales Rd, Wales, WI 53183, USA
  • Phone +1 262-968-2515
  • Website http://elderadvisorslaw.com/

Reviews

  • John and his team are a great resource to those looking to establish or update their estate planning documents.
  • Excellent. I got all the advice that I needed to hear.

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About Elder Advisors Law, LLC - Wales, WI

Within the "Nearby Lawyers" platform category, Elder Advisors Law, LLC stands as a highly focused and dedicated legal firm in Wales, Wisconsin. Their office is conveniently located at 450 N Wales Rd, Wales, WI 53183, USA, making them readily accessible to individuals and families within Wales, Waukesha County, and the broader South Central and South Eastern Wisconsin region. Clients can easily reach them via phone at (262) 968-2515, which also serves as their mobile contact number, +1 262-968-2515. This accessibility underscores their commitment to providing direct and responsive legal support to the local community.

The environment at Elder Advisors Law, LLC is described by clients as "professional, competent but in a relaxed setting," and with "great personable people." This suggests an office atmosphere designed to be both highly efficient and comfortable for clients, particularly those who may be navigating complex and emotionally sensitive topics related to aging, assets, and future planning. While specific architectural details are not widely publicized, it can be inferred that the firm prioritizes creating a welcoming space where clients feel at ease discussing their personal and financial matters. The testimonials hint at a supportive staff and attorneys who are "easy to talk to, not intimidating," reinforcing the idea of a client-friendly environment that fosters trust and open communication.

Elder Advisors Law, LLC specializes exclusively in comprehensive Asset Protection, Elder Law, and Estate Planning. This focused expertise allows them to provide in-depth knowledge and tailored solutions for their clients' specific needs. Key services offered include:

  • Estate Planning: This is a cornerstone of their practice. They assist clients in establishing or updating essential documents such as wills and trusts to ensure that assets are distributed according to their wishes, minimizing potential disputes and maximizing inheritance for beneficiaries. This also includes drafting powers of attorney for financial and healthcare decisions.
  • Elder Law: This broad area addresses the unique legal needs of older adults and their families. It encompasses strategies for planning for and paying for long-term care, including nursing home care, by leveraging options such as Medicaid/Title 19 eligibility and veterans (VA) benefits. Their goal is to help families find ways to keep loved ones at home as they age when possible, or to navigate the financial complexities of long-term care facilities while protecting assets.
  • Asset Protection: The firm is a leader in protecting clients' hard-earned assets from potential threats such as government regulations, nursing home costs, lawsuits, and other financial risks. This involves creating sophisticated strategies, including various types of trusts and other legal instruments, to safeguard wealth for future generations.
  • Medicaid Planning: A critical component of elder law, this involves guiding clients through the complex process of qualifying for Medicaid benefits to cover long-term care costs while legally protecting their assets to the greatest extent possible.
  • Probate Administration: Assisting families with the legal process of validating a will, settling a deceased person's estate, and ensuring the proper distribution of assets according to the estate plan.
  • Special Needs Planning: While not explicitly detailed, their focus on protecting assets and considering long-term care often involves elements of special needs planning to provide for loved ones with disabilities.

Their mission is described as being "passionate about helping families protect their hard-earned assets" and providing "peace of mind" and "keeping you in control when planning in advance or when a crisis strikes." This holistic approach differentiates them from firms that might only focus on transactional aspects of law.

Several distinct features set Elder Advisors Law, LLC apart, as evidenced by numerous positive customer reviews:

  • Specialized Expertise: By focusing solely on Elder Law, Estate Planning, and Asset Protection, the firm boasts deep and up-to-date knowledge in these complex areas, ensuring clients receive expert and relevant advice.
  • Client-Centric Approach: Clients consistently praise the personalized approach, clear communication, and expert guidance. They are described as "people who believe strongly in what we do and advocate and support our clients," taking "exceptional time and diligence to take care of my parents, estate and trust."
  • Comprehensive and Thorough Planning: The firm provides "very thorough planning to meet your individual needs" and ensures clients are "enlightening us on aspects of protections on everything we needed." They offer a "unique simplified approach with options to meet your goals."
  • Peace of Mind: A recurring theme in testimonials is the feeling of peace of mind clients gain, knowing their affairs are "in order" and their assets are "protected."
  • Responsive and Informative: The team is described as "honest, friendly, very knowledgeable," "fast at completing the work," and "dependable." They also provide ongoing educational resources like "monthly newsletter" and "TLC videos" to keep clients informed.
  • Team of Professionals: The firm operates as a cohesive "team of professionals," with attorneys like Douglas Ley (Attorney and Owner) and John J. Black (Associate Attorney), and dedicated support staff, ensuring all client needs are addressed efficiently.

The firm's commitment to continuous education and client empowerment, demonstrated through various media, highlights their dedication beyond basic legal services.

For promotional information, Elder Advisors Law, LLC effectively leverages its specialized focus and strong client testimonials. The direct phone number, (262) 968-2515, is readily available for immediate contact. The firm's physical address at 450 N Wales Rd, Wales, WI 53183, USA, confirms their local presence. A significant promotional aspect is their offering of "free workshops" on estate planning, which allow potential clients to learn about their services in a no-pressure environment and experience the firm's approachable and knowledgeable style firsthand. Testimonials like "Excellent. I got all the advice that I needed to hear" and "John and his team are a great resource to those looking to establish or update their estate planning documents" serve as powerful endorsements. The firm also promotes its "A+ Better Business Bureau rating" and its "Top Rated Certificate" from Trustindex, based on high review scores. They actively engage in philanthropy and produce educational content like "Elder Life Radio Shows" and "short videos" on their website, positioning themselves not just as legal service providers but as community educators and trusted advisors. This multifaceted promotional strategy emphasizes their expertise, client satisfaction, and commitment to the community, making them a leading choice within the "Nearby Lawyers" category for elder law and estate planning needs.

Elder Advisors Law, LLC - Wales, WI Location

450 N Wales Rd, Wales, WI 53183, USA

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