Our Practice:
Family Wealth Law includes Wills and Probate, Trusts and Estates, Special Needs, and Elder Law. It includes all of the issues about how you own your wealth, how you can preserve your wealth for your needs and the needs of your family, and how you can pass your wealth on to the other members of your family, either during your lifetime or upon your death.
Our focus on family wealth transfer and preservation strategies allows us to help you with planning for retirement or disability, planning for nursing home care and Medicaid eligibility, creating special needs trusts for disabled family members, estate planning, charitable and family giving, administering trusts and estates after a death, and all of the related estate and gift tax issues.
We can help you plan your finances and develop the necessary documents to most effectively preserve your family's wealth, and transfer it to the chosen members of your family.
Above all else, we help you put your money where your heart is.
Our Professional Goals:
To adhere to the highest standards of professional ethics at all times.
To serve your legal needs as professionally and as efficiently as possible.
To provide you with the highest quality legal services at a price that is reasonable - for both you and us - for the value provided.
To provide you with legal assistance that fits your needs, not ours.
To accomplish all matters in the simplest and quickest way possible, while meeting your legitimate goals.
To produce legal documents in Plain English whenever possible.
