It starts with a conversation.
“You need to start talking to your children and your loved ones about your wishes as you grow older — have a plan in place. I’ve seen a lot of sad stories where people have lost their life’s savings because they didn’t plan to protect themselves and their assets as they aged, especially those with medical or cognitive issues which may require moving from their home. That’s where we come in and provide a Life Care Plan,” says J. Bryan Nugen of Nugen Law.
With Nugen’s 30 years of legal experience and an additional combined 30 years of experience of other attorneys at Nugen Law, the professionals at the firm have a wealth of knowledge and expertise when it comes to navigating estate planning and elder care law. Nugen believes their unique Life Care Planning approach is more beneficial for Nugen Law clients.
“The earlier you plan with us, the better. We help ensure everything is properly structured and you’re prepared for emergencies. We don’t want you to lose everything you have worked for.”
Nugen emphasizes that although it’s never too late, both the client and their loved ones benefit most from pre-planning to avoid hardship and anxiety during end-of-life or crisis situations; for example, when a loved one moves into a nursing home and their life’s savings are at risk of loss.
“When you’re working with us, we develop your Life Care Plan. We assign a team of professionals to provide integrated client care such as an attorney, CPA, Elder Care Coordinator, Public Benefits Specialist and Health Insurance Specialist. A typical request for a Life Care Plan is a child or spouse meeting with Nugen Law about the declining health they are witnessing in a loved one. Their initial purpose for the meeting is their need to protect money if a nursing home stay becomes necessary. They are delighted to learn that not only can our attorneys and public benefits specialist preserve their life’s savings, but they also receive the services of an Elder Care Coordinator. The Elder Care Coordinator organizes additional care in their home and makes them aware of other services to keep their loved one in their home as long as possible, if not indefinitely. In addition, they have access to our health insurance specialist who ensures their insurance coverage is most appropriate for their changing needs. Finally, as I am part owner of a CPA practice, in the same Life Care Plan they receive preparation of their tax return.”
Nugen says their services are value-based with a flat fee.
“We work with our clients in 12-month increments, so all their work within that period is taken care of at no additional cost. After their initial year as a client, most opt to annually renew for successive 12-month periods at a significantly reduced price – especially for tax return preparation and unlimited access to our Elder Care Coordinator. We call that Life Care Planning. We think of ourselves as your law firm for life. Our goal is to be a resource for clients to successfully age, protect their life’s savings through outstanding legal representation and tax planning, and coordinating their personal care as they age. We have offices in both Fort Wayne and Auburn and we welcome clients of all ages. It’s never too early or too late to plan and protect for the future.”
Address: 5612 W. Jefferson Blvd., Fort Wayne, Indiana 46804; 221 S. Main St., Auburn, Indiana 46706
Phone: (260) 925-3738; (866) 795-8433
Years in Business: Nugen Law opened in 1998
Number of Employees: 9
Products & Services: Planning for Aging While Protecting & Transferring Assets; Licensed to practice law in Indiana, Florida, Michigan and Ohio; Member National Academy Elder Law Attorneys; Veteran’s Administration Accredited Attorney; Certified Dementia Practitioner; Member Life Care Planning Law Firms Association