My siblings and I engaged Hauptman and Hauptman to assist us in the process of planning for our mom’s financial and legal needs as she transitioned to assisted living. Laurie and Yale are both knowledgeable and caring. Laurie helped us navigate the process of negotiating with her assisted living facility to assure that my mom and we were adequately protected. She was thorough, explained things well, and did a great job with follow-up. They have helped us set up a trust for our mom’s care and are guiding us through the process of ensuring that my mom has the resources needed for her to live comfortably. We have particularly appreciated their “all inclusive” pricing, which has allowed us to call whenever we need guidance and not worry about the clock running. I highly recommend Hauptman and Hauptman.
-Jackie S.

Laurie and Yale Hauptman are the most knowledgeable, professional, connected and caring elder professionals you will ever meet. They both treated me as if I were family and provided me with the best advice I ever received. They suggested that I move my not well, aging parents from out of state, close to where I live and to do it before they would become unable to make the move. It's been over a year since I was given this very valuable advice. Their legal counsel has provided me with the comfort of knowing I did what is best my parents and for our family. While it was an enormous undertaking, I am incredibly grateful for their very sound advice, legal expertise, as well as their continued support and kindness throughout the process. Their office staff is just as knowledgeable, professional and caring as they are. Thanks again!

Susan H

My mother received a grim diagnosis and I was frantic to help my parents get their estate and documents in shape. It turned out that they thought they had protected their assets in a trust but it wasn't set up correctly. Plus with my mother's declining health I wanted to be sure she had her health directives. I asked a friend for a recommendation and the lawyer he sent me to was horrible - claimed he know about estate law but was giving me bad advice. I called a local aging non-profit and thankfully they pointed me to Hauptman and Hauptman. The entire experience was easy and fast - and time was of the essence. Yale was able to help us quickly, thoroughly and I appreciated that he struck just the right tone with my parents - explaining the options and letting them decide the right course. It was the best money our family has ever spent and has allowed us peace while we fight my mom's illness. Also knowing that Yale will be with us through this transition, advising us on how to do things right, is a huge relief. I completely recommend Yale, Laurie and the whole team.