Estate Planning Practice Areas
We help our clients build the foundation for their dream life, giving them whatever it is that they need to feel secure – protection, control, peace of mind,
Estate Planning That Fits You
Our clients are couples, individuals, parents, retirees, seniors, business owners, and collectors. We offer several programs designed to fit your specific needs:
Personal Estate Planning
Our signature Three Levels of Planning include wills, living trusts, powers of attorney, health care documents, and a Family Action Plan for your minor children.
Elder Law and Medicaid Planning
We help seniors and their families address the unique problems faced by the elderly, including crisis Medicaid planning without spending down or gifting away everything they have.
Special Needs Planning
A special needs trust allows you to help a special needs minor or adult without hurting their eligibility for public aid.
High Net Worth Estate Planning
We plan for people with large estates ($10 million and up), integrating strategies for reducing estate taxes and income taxes alongside charitable giving into your plan.
Business Succession Planning
A business succession plan can ensure a smooth transition for your business and allow you and your family to secure the full value of your business.
To find out how we can help you protect two of the most important things in your life – everyone you love and everything you have – call us at (888) 909-1414 or contact us online to schedule a no-fee Discovery Session.