Heritage Elder Law & Estate Planning, LLC

We are just finishing up our estate planning with Jeffrey Banner. We would like to commend him for his professionalism throughout out this process. He was extremely helpful with information we needed as well as, instructing us in all the options available to us as far as setting up the trust. We are very pleased with entire process and with Jeffrey as our adviser and his great explanation of what we need we and certainly rate our experience as five stars. Sincerely, John & Mary Krensavage

I had an outstanding experience working with Attorney Taylor for our family's elder law needs. From our very first consultation, he demonstrated deep knowledge of elder law and Medicaid. He, along with Cheryl, took the time to explain every option clearly, patiently and answered all our questions. They helped us feel confident in making some very important decisions. This was a stressful time for our family, not knowing how to navigate this, and they approached everything with empathy and genuine care and we always felt well-informed. I highly recommend them to anyone navigating the complexities of Medicaid and elder law in general. Thank you for your service.

Great people doing great work. Jeff talked us through our options and created a plan perfect for us. Their office helped us with power of attorneys, wills and a special needs trust. It's a good feeling to be prepared for the inevitable.

My experience with Heritage has been a very positive one. While lawyers tend to make me nervous, i have been very comfortable with all of the staff members here. Everyone has been very helpful and pleasant to work with. I was also impressed to get information i needed in the free consultation. And i knew then what services i needed and what the charges would be. At each step things were made easy to understand and follow through. I would not hesitate to recommend this law firm to anyone trying to plan ahead for the future or those who are trying to work through end of life stages. Especially to know how to best protect what we’ve worked for our whole lives.

We attended a seminar and then visited the office. Everyone was very friendly and took time to explain what was needed to set up a trust. Thank you Jeff and staff!