Thank you for choosing to schedule a consultation with O’Connell Law. Below are the various types of consultations we offer. If you have any questions, or if you’d prefer to schedule an appointment by talking to one of our team members, you can reach us by calling 508-202-1818.
Retirement Estate Planning, Elder Law
& Long-Term Care
Duration: 20 Minutes
This consultation is designed for individuals and families who are concerned about retirement estate planning, elder law issues, or long-term care.
Schedule this appointment if:
- You are planning to retire soon or retired (age 65+) and need to create or update your Will, Trust, or estate plan as part of your retirement planning.
- You want to protect your assets in case you ever need to go into a nursing home.
- You are worried about having enough assets to provide for long‑term care for yourself or a loved one.
- You or a loved one has been diagnosed with Alzheimer’s or Dementia, or you are worried about that happening in the future.
- You are taking care of a loved one and want to make sure you don’t make costly mistakes.
- You want guidance on Medicaid applications and eligibility to help cover long-term care costs
This appointment includes estate planning, asset protection, and long-term care planning strategies tailored to retirement and healthcare concerns.
👉 Best for retirees or those planning for or currently facing long-term care needs.
Estate Planning &
Legacy Strategies
Duration: 20 Minutes
This consultation is designed for individuals and families who are building wealth and planning for the future.
Schedule this appointment if:
- You want to make sure your affairs are in order and there is no “mess” after you pass away.
- You are worried about what would happen to your kids, if something happened to you.
- You are worried about who would step in to take care of things (your financial and medical affairs) if you are unable to do it for yourself.
- You want to make sure your assets are distributed in the way you want upon your death.
- You know that you need a Will.
- You want to learn how Trusts can provide protection for your kid’s inheritances.
This appointment focuses on proactive planning for growing families and/or working professionals.
👉 Best for individuals or couples planning ahead for their estate and legacy.
