Matthew Ferri, J.D., M.B.A., is a licensed attorney in the State of Michigan. During law school, Matt focused his studies on business law while simultaneously earning his MBA. Shortly after graduation, Matt started his own firm with the goal of helping individuals and their families develop estate plans that work. Matt’s primary practice areas include estate planning, business formation and succession planning, and wealth transfer planning.
He received the rating of AV Preeminent® by Martindale-Hubbell: The highest peer rating standard. This rating signifies that a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communicationskills and ethical standards.
He earned a certificate in Probate and Estate Planning from the Institute of Continuing Legal Education. Matt continues his legal education by attending the National Network of Estate Planning Attorneys’ semi-annual collegiums. This is an experienced, cutting-edge group of forward thinking lawyers who collaborate and educate on the latest estate planning laws and techniques. He is VA accredited and is an instructor for Certified Financial Planner (CFP®) programs and Insurance continuing education credit. He offers several programs that discuss ILITs, qualified plans, and estate planning.
Matt lectures frequently both locally and nationally. Locally, he has spoken to various groups on estate planning related topics such as disability planning, estate planning for women, and using powers of attorney. He also holds monthly estate planning workshops at his office titled The Truth About Estate Planning™. Nationally, he presented on: Digital Assets, how to protect them and how to transfer them to family members, Providing Value to Financial Advisors, and Generational Issues in Marketing.
Admitted to Practice:
Counsellor and Attorney
Andrea Baade, J.D., is a licensed attorney in the State of Michigan. She pursued her law degree at Michigan State University College of Law. While in law school, Andrea worked at the Bureau of Services for Blind Persons – a division of LARA that assists individuals who are blind or visually impaired maintain employment and independence. Andrea enjoys being an estate planning attorney because it allows her to help people get the assistance they need, be prepared, and have peace of mind that their legacies will be protected.
Admitted to Practice:
Counsellor and Attorney
Kathleen Bourgeau, OTR, CAPS is an Occupational Therapist, Aging in Place Specialist, and Fall prevention Specialist with 23 years of experience in a wide variety of clinical settings including hospitals, outpatient clinics, skilled nursing facilities, long-term acute care hospital settings, and home health care. As an Occupational therapist, Kathleen has worked with clients with a multitude of medical conditions. Along with treating individuals with orthopedic injuries, arthritis, oncology and other medical conditions, her passion and specialty concentration is treating individuals with neurological deficits including, but not limited to Multiple Sclerosis, Parkinson’s disease, Cerebral Vascular Accidents (strokes), Ataxia, ALS, Alzheimer’s Disease, and Spinal Cord Injuries
Kathleen’s role is to assess and assist individuals in collaboration with the eldercare attorney in choosing the best long-term care planning options for you or your loved ones. She accomplishes this by examining each and every option available then determines what option is best to help you preserve assets, maximize the use of public assistance and most importantly, assist in getting the care you need today and for as long as it is required to maintain your quality of life.
Kathleen’s work has provided her with the firsthand experience to witness the importance of aging in one’s home or place of choice. While every situation is unique, she understands what is meaningful and important to each client in order to assist them in finding ways to maintain their safety, independence, and quality of life while ensuring their current home or new environment meets their specific needs.
Elder Care Coordinator
The finest employee who takes his job of security to heart, Nash alerts all to the impending danger of deliveries or squirrels. He is a miniature Australian Shepherd and was a gift from a National Network colleague in Arizona. He is a registered therapy dog and has achieved his AKC Canine and Community Good Citizen awards. In his spare time he can be found running dog agility or enjoying a treat.
Zoe, a Maltese Pomeranian mix rescued from the Animal Shelter Society Inc. in Zanesville, Ohio, literally rounds out the group. She is also a registered therapy dog and has achieved her AKC Canine and Community Good Citizen awards. During office hours, she can be found attending meetings, keeping laps warm, and living up to her nickname “Mayhem.”
In Memoriam – Annie was the office greeter and sometimes the first face clients saw. She was a Shih-tzu Maltese mix rescued from the Cascades Humane Society. When she was not providing companionship, she could be found napping and participating in dog charity walks.
Chief Security Officer
Chief Morale Officer
Chief Canine Officer