Give Back Benefit Program

We are proud to offer our Give Back Benefit program offering reduced fees on the service plans listed below to all active and retired members of the Military, Police, Fire, and EMS and their immediate families; including children, parents, and grandparents. We recognize that some people serve more and do more as a daily sacrifice, so we want to do more for you.

Whether you are looking to plan ahead or are caring for someone in declining health, we understand your unique planning needs and can provide the right strategies to ensure your pension and other benefits do more for you and are not lost if a health care or financial crisis strikes.

 

We are here for you now and into the future.

Please review our service plans below to find out which plan is right for you and your family.

To schedule your free consultation with us, please call 631-424-2800 or schedule an appointment here.

We thank you for your service.

Estate Planning for Long Island Families
Asset Protection for Long Island Families
Elder Care Planning for Long Island Seniors
Medicaid Planning for Long Island Families

Estate Planning

Ideal For: Healthy people age 18 and over; Singles, Couples, and Families.

Helps You: Get your affairs in order with a comprehensive estate plan that grows with you.

Our Services: An estate plan includes the essential planning documents. It must also address potential incapacity and probate issues as well as the specific circumstances of the client and their beneficiaries.

The Give Back Benefit Plan Includes:

  • Last Will & Testament
  • Durable Power of Attorney
  • Health Care Proxy
  • Living Will
  • Revocable Trust

Discount of $250

Learn more about Estate Planning

Asset Protection

Ideal For: Healthy people age 50 and over; Older adults looking ahead to future care needs.

Helps You: Get a head start on protecting assets and laying the groundwork for your financial legacy. 

Our Services: Advanced planning can ensure that you get the care you need while preserving assets for your heirs.

The Give Back Benefit Plan Includes:

  • Complete Estate Plan
  • Irrevocable Asset Protection Trust
  • Legal & Financial tools put in place to prepare for Long-Term Care

Discount of $500

Learn more about Asset Protection 

Elder Care Planning

Ideal For: Loved ones in declining health; Older individuals just diagnosed with a long-term illness or disability; Individuals who can no longer live safely at home.

Helps You: Get the appropriate legal strategies in place to ensure families have the resources available to respond to every health care challenge, protect assets and maintain the quality of life that your elder loved one desires. 

Our Services: Strategic planning in addition to comprehensive asset protection, qualifying for Medicaid benefits and defining, selecting and coordinating the best care.

The Give Back Benefit Plan Includes:

  • Complete Estate Plan
  • Complete Asset Protection Plan
  • Medicaid Eligibility
  • Medicaid Application
  • Care Coordination & Advocacy
  • Health Care Crisis Intervention

Discount of $750 

Learn more about our Elder Care Planning service we call the Life Care Plan

 

Schedule a Free Consultation to Learn More About our Services

The Give Back Benefit offer applies to new clients and engagements and is only applicable to the first engagement with Tully Law Group, PC. Discounts do not apply to renewal fees or amendments to the initial contract of services.  Only one discount per family.