Julie Richardson Whatley

I advise my clients and their family members about protecting assets and stretching their available resources to provide the best care for the longest time. This advice may include establishing an asset protection trust, new deeds to real estate, and qualifying for governmental programs such as Special Assistance, Medicaid, and Veterans Pension.

I work with Executors and Administrators, settling the financial affairs of loved ones who have recently passed away.

I advise clients on, draft, and execute Last Wills and Testaments, Durable Powers of Attorney, Health Care Powers of Attorney, Living Wills/Advance Directives, HIPAA forms, Revocable Living Trusts, and Irrevocable Trusts for Estate-Tax Planning.