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Life Planning

Coping with aging, illness or disability can feel overwhelming. At WanderPolo and Siege, we recognize the need for comprehensive services to address our clients' legal, financial and care needs. In response we have adopted the holistic approach of life planning which provides a way to plan ahead for life changes.

Estate planning is merely one piece of the puzzle for our clients. Life planning focuses on ensuring a continued quality of life, maintaining independence for as long as possible, and maximizing benefits and community resources. We work with care managers, financial planners, insurance agents, accountants and families to develop a comprehensive plan that is customized to meet your needs. We then coordinate that plan providing you with information and support so you can focus on living your life and have the peace of mind that you are equipped to handle inevitable life challenges.

One of the important differences in life planning is that elder law attorneys work hand-in-hand with care managers to ensure the client's medical and psycho-social needs, as well as family dynamics are properly addressed. We work with many wonderful outside care managers regularly. We recently decided that care coordination is so central to our model that we have asked Lori Kayne, MSW, LSW, C-ASWCM, to consult with us when a family has not hired an independent care manager. Lori, who has been in the healthcare field for over 20 years, has a BA in psychology, an MSW in Clinical Social Work, and a Gerontology Certification. Lori will focus on assessments and developing care plans and refer to independent care manager for more in-depth, hands-on, care management.

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WanderPolo & Siegel, Counselors at Law, LLC
209 Cooper Avenue
Suite 2
Upper Montclair, NJ 07043
Phone: 973-744-5710
Fax: 973-744-0211
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WanderPolo & Siegel, Counselors at Law, LLC
50 Tice Blvd
Suite 340
Woodcliff Lake, NJ 07677
Phone:  201-690-5075
Fax: 973-744-0211

By appointment

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