Skip to Content
Lovett & House Lovett & House
Call Us Today! 937-909-0770
Top
Getting to Know My Client and Establishing Goals

Getting to Know My Client and Establishing Goals

As I begin to work with a new client to develop a nursing home plan, the first step is to get to know my client and to establish a relationship with my client. By learning who my client is, I can learn the goals my client wishes to accomplish through a nursing home plan. In some cases, the goal may be extremely clear — provide for the care and comfort of the person entering the nursing home, to provide for a spouse who remains at home, and protect that person’s assets.

In order to determine my client’s goal, I prefer to meet with my client in private whenever possible. It is unfortunate but family greed and family discord can often cloud the client’s true wishes. Effectively communicating with my client is crucial for establishing his or her needs, desires, and goals. Once we establish the goals and desires, we must also discuss how the client will pay for his or her nursing home care.

Next Steps

Preserving What Matters Most

Your Family's Future is Our Top Priority
  • Personalized Planning for Every Family

    We craft estate plans that reflect your unique needs, ensuring your wishes are honored and your loved ones cared for.

  • Clear Guidance Through Complex Decisions

    We make estate planning and probate understandable, helping you navigate each step with confidence and clarity.

  • Building Legacies Across Generations

    We help families protect their assets and plan for the future, offering practical solutions that stand the test of time.

  • Compassionate Support During Life’s Transitions

    Our team provides thoughtful solutions in a welcoming environment, addressing sensitive matters with care.

Meet Our Attorneys

Experienced Legal Advocates Dedicated to You

    Empowering Families With Smart Planning

    Contact Us Today to Get Started

    A member of our team will be in touch shortly to confirm your contact details or address questions you may have.

    • Please enter your first name.
    • Please enter your last name.
    • Please enter your phone number.
      This isn't a valid phone number.
    • Please enter your email address.
      This isn't a valid email address.
    • Please make a selection.
    • Please enter a message.
    • By submitting, you agree to be contacted about your request & other information using automated technology. Message frequency varies. Msg & data rates may apply. Text STOP to cancel. Acceptable Use Policy

    In Their Own Words

    Read Through Five-Star Client Stories
      "Highly Recommended"
      We are pleased with their experience and professionalism in estate law. We found them pleasant to work with and recommend them highly.
      - Dave C.
      "Better Than We Imagined"
      From the first appointment with Mr. Lovett we were given hope not all was lost. The staff was ever willing to lend an ear and assist in all phases.
      - Mike K.
      "The Staff is Extraordinary"
      George Lovett and his staff are the utmost in professionalism. All questions are answered thoroughly, and the staff is extraordinary.
      - Lisa M.
      "We Are Impressed"
      My wife and I attended one of Mr Lovett’s seminars. Impressed with the information, we made an appointment that evening. He was the right choice for us.
      - Bill F.
      "Easy to Understand"
      They made it easy to update our estate planning needs. All our questions were answered in easy to understand language and we didn't feel overwhelmed.
      - Rita S.
      "A Genuine Pleasure"
      Mr. Lovett and staff were very informative and presented with a wealth of knowledge. They always respected our thoughts and decisions.
      - Tina L.
      "Such A Relief"
      We so enjoyed working with George Lovett. He made us feel comfortable and his knowledge of planning our estate is such a relief.
      - Jenny D.
      "Treated With Respect"
      We were impressed with his knowledge of estate planning and business law. All questions we had were answered promptly with the professionalism one would expect.
      - Paula R.