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"Firm Family Membership™" (FFM)

Our unique membership program is named the Firm Family Membership (FFM) since we view our clients as part of our extended family. The care we give to our clients is commensurate with that approach. As we want to be sure that the plans we worked on will continue working over time, we created the FFM. This will assist our clients to monitor their plans and ensure that what they set out to accomplish will indeed come about.

The FFM package includes:

• A yearly list of the Fiduciary nominations. This provides an important opportunity to review those people you have chosen to fulfill your legacy. And the equally important opportunity to make any changes that that you feel are necessary. Those clerical name changes will be made to update your plan.
• A yearly review of the plan, with an optional 1-hour in person meeting, to see if there are any changes that need to be made.
• An  emergency  card  providing  access  to  your  health  care documents  24  hours  a  day,  7  days  a  week,  anywhere  in  the world
• An online, password-protected secure client "vault" (online document storage facility) on our website for estate planning and other documents
• Reasonable phone calls throughout the year from you and your advisers.
• A review of your assets and assistance with properly funding 2 new assets a year

As a member of the FFM, you can be confident we will work together, as family, to be sure your goals will be reached.

Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken offers creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia serves the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.