Our Process
Let’s make a plan.
Everyone’s life is different. That’s why our process starts with an open conversation about your goals and aspirations, and ends with a custom, highly personalized solution that protects your interests, your assets and your future. At Hook Law, you can plan on it.
First Visit
- Introduction & Background
- Questions & Answers
- Define Needs, Goals & Aspirations
- Explore Planning Types
- Set Plan Parameters
Collaboration
- Identify Goals
- Discuss & Weigh Options
- Questions & Answers
- Set Planning Contours
Personalized Plans
- Comprehensive Plan Development
- Customized Solutions to Achieve Your Goals
- Fluid & Flexible
- Peace of Mind
PLANS FOR YOU, YOUR FAMILY AND YOUR FUTURE
Types of Planning
Special Needs Planning
Hook Law attorneys have years of experience helping special needs clients and families. We help them protect their eligibility for public benefits such as Supplemental Security Income and Medicaid so they can afford the care and assistance they need.
Business Succession
Businesses often don’t survive for long after a change in leadership when there’s no plan of succession in place. Hook Law attorneys are experienced in succession planning and can help you establish, update and implement a plan to ensure that your business – your legacy – can not only survive, but thrive after you’re gone.
Medicaid Planning
Deciding how to pay for your long-term care expenses is no easy job. Medicaid, for example, is a valuable funding source. But determining Medicaid eligibility can be complicated and stressful. Hook Law attorneys are experienced professionals at determining your Medicaid eligibility and creating custom plans that minimize your long-term care expenses.
Veterans Planning
No matter how long you’ve served in the military, you may be entitled to a number of important long-term care benefits. Planning ahead helps you make the most of what’s available to you and your family so you can live the life you’ve earned.
Public Benefits Protection
Protecting your Medicaid or Supplemental Security Income benefits is essential to your livelihood and future planning. Hook Law attorneys help you make the most of your opportunities to protect your public benefits and bring you peace of mind for years to come.
Tax Planning
Our tax law experienced professionals help you protect your assets and make the most of your financial opportunities. Ever-changing tax laws have a significant and lasting impact on your finances. We’ll help you take steps to protect your wealth and the ones you love well into the future.
Retirement Planning
Whether your retirement is around the corner or years away, Hook Law is here to help you plan for it. Our retirement planning strategies help you do more than secure your future. They secure your assets and anything you plan to leave to your designated beneficiaries.
Financial Planning
Sound, unbiased advice is essential when it comes to investment products. Hook Financial Services LLC is a registered investment advisor and member of the Financial Planners Association with two Certified Financial Planners® and numerous Investment Advisor Representatives on staff. We’re here to help you avoid planning mistakes and establish sound investment practices through unbiased advice and careful planning.
Asset Protection
Crafting a plan to protect your assets is one of the most important things you can do for yourself and your family. Real property, personal property, bank accounts, stocks, bonds, retirement accounts and life insurance policies. You’ve worked hard for it all. Now is the time to make sure it’s protected.
