Handling all matters regarding Wills, Health Care Powers of Attorney, Living Wills, Financial Powers of Attorney, Revocable and Irrevocable Trusts, etc.
Handling all matters specific to single people, unmarried couples, blended families, LGBT and planning for pets.
Pre or post crisis planning pertaining to the protection of assets (and sometimes income) from nursing homes and government attachment.
Protection of assets from the government, taxes, creditors, lawsuits, nursing homes, divorce, bad business ventures, and predators.
Help business owners explore tax efficient options to sell their business and minimize taxes or transfer it to next generation and to preserve their financial security. Shirtsleeves to shirtsleeves in 3 generations describes how many beneficiaries lose/misuse their inheritance. Protect against this with proven techniques.
Handling all matters concerning potentially large income or estate taxes. We permit individuals to minimize taxes but maintain control and financial security. We help identify family strengths and goals while protecting a lifetime of assets for future generations and from their indiscretions.