Estate Planning and Elder Law at Kathleen Feerick Legal is about so much more than legal documents. We focus on establishing a long lasting, evolving relationship that begins when you are relatively young and healthy and develops and deepens as you age.  We are prepared to serve you to make sure that you feel confident that your wishes will be followed, and your instructions and your values are listened to if you become incapacitated or pass away. We pride ourselves on listening to your concerns and working together to find solutions that you are comfortable with and accepting of. We continue to update and protect your assets and wishes as family, laws and your ideals continue to evolve to ensure that the plans you create are implemented.

Kathleen provides a high level of one-on-one contact in a manner that makes the client feel like they have known her their whole lives and fosters a sense of unity between client and attorney. She takes the time to understand each client’s goals, value, and uniqueness. 

The Firm will represent clients from diverse backgrounds including clients with moderate estates as well as clients with substantial wealth.

Our goal in engaging a client is not simply to produce documents, but to take clients on a journey of discovering their beliefs, attitudes, and educating on proper planning. Planning provides more personal power and control over their lives and families and businesses.

Our goal at Kathleen Feerick Legal is to give you peace of mind. We help families plan for life, deal with death, preserve wealth, and provide asset protection. Our clients engage us when planning for the two most important aspects of their lives: Everything they own and everyone they love.

Family dynamics and financial circumstances are not static. The Firm takes the view that estate planning is an ongoing process, rather than an isolated event. In order to serve the lifetime and estate planning needs of our clients, throughout life’s many stages, the firm maintains regular contact with our clients through informational and educational workshops.

Stages of Life

Younger clients, in the wealth accumulation phase of life, are often concerned about providing sufficiently for their minor and special needs children through the creation of a Will appointing suitable guardians, executors, and trusts that defer distribution of property until each child attains an appropriate age.

As clients move through life, they may recognize that their children have greatly different financial needs and want to provide for their children in a manner that best meets those needs. Some clients may have elderly parents and will have serious concerns about how their parents’ long-term care will be financed, in the event of an illness, injury, or incapacity.

Senior clients are generally concerned about taking the necessary financial steps during life to maintain their standard of living during the retirement phase of their lives, and transferring assets to their children, and other beneficiaries, with minimal transfer tax consequences.

Business Owners

Business owner clients are often concerned that an illness, injury, incapacity or premature death will have a severely negative impact on their businesses, as well as their families. Only after the Firm secures all necessary financial information about the asset size and structure of its clients’ portfolio, and personally reviews the lifetime and testamentary concerns and goals for the disposition of their property, can the Firm develop and implement a plan uniquely designed to achieve its clients’ estate planning, business succession, and retirement distribution objectives.

Kathleen Feerick Legal creates and implement life and estate plans designed to protect our clients’ assets from the most important potential drain on their finances, including transfer taxes, costs of long term care, or the threat of litigation. This will be done with prudent and appropriate planning strategies, based upon the facts and circumstances of each particular situation. In many cases, the Firm will likely use a combination of asset transfer planning techniques and protective strategies to meet its clients’ individual financial needs.