SERVICES

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Financial Services.

As elder law attorneys we are frequently asked to assist our clients with estate, long-term care and investment planning. Unfortunately, we often find that our clients have been misled or have not been fully advised about investment products which has led to significant mistakes in their investment planning. These mistakes jeopardize our clients’ ability to provide for their support and to leave inheritances to their children. In some cases, the client may run out of money needed for the client’s support because of the investment mistakes.

To assist our clients in establishing prudent investment policies, Oast & Hook provides investment advice, but it does not manage money. For money management, Oast & Hook refers our clients to experienced and competent money managers. Our job is to help the client develop the client’s goals and objectives in a written investment policy statement, select appropriate money managers to implement the policy, monitor the performance of those managers, and to periodically review and update the investment policy statement.