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1)  Provides a warm, empathetic approach and caring environment. 2)  Planning attorney is a counselor and not just a technician. 3)  Clients are provided with a unique estate planning or elder care experience and not just a transaction. 4)  Provides an interactive planning process in partnership with the client and with emphasis on client goals (not a paternalistic approach). 5)  Ensures financial advisor/CPA friendly approach with goal of inclusive total team effort; works in good faith with financial advisor and/or CPA to implement all appropriate solutions in best interests of the client. 6)  Timely and structured process - encourages clients to complete the planning process and discourages procrastination. 7)  Trust funding -- planning attorney and firm's funding coordinator oversee and ensure proper funding of all estate and elder law plans (client not abandoned with unfunded plan). 8)  Client education and understanding - to the extent possible, attorney ensures that client understands their estate planning documents and choices. 9)  Follow-up - maintains on-going contact with clients via annual continuing education and maintenance programs to encourage clients to meet with attorney at least once every other year, and facilitates client-planning attorney contact throughout the years via quarterly newsletter and other notifications. 10)  Value-added services - provides client access to latest in on-line document storage, and all available contemporary recommendations for "complete" planning. For more information, please call 443-393-7696 or complete the form below.