Elder Law - Financial & Estate Planning

  We will assist you in developing a financial or estate plan which is specifically tailored to your individual needs and circumstances.

  Our approach to financial and estate planning is to plan for and work with the entire family unit to develop a sensible plan for the preservation, growth and disposition of family assets, all the while keeping track of any tax implications, planning opportunities and probate costs.

  Throughout the planning process, we can assist you in reducing the overall tax on your estate. Depending on the size of your estate, some of the planning tools we may discuss with you include:

Wills
Trusts
Health Care Proxies
Powers of Attorney
Limited Liability Companies
Limited Partnerships
Retirement Planning
Medicaid Planning
Life Estates