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If you’re a current client, thank you for giving us the opportunity to fulfill your planning needs.
If you’re a new visitor, we look forward to meeting you and exploring ways we can assist you and your family with the following matters:
Our approach to planning is comprehensive. We help you to create a lifetime plan for you and your loved ones.
What is estate planning? It is creating a plan to pass on your hard earned wealth to whom you want, when you want, the way that you want them to have it, at the lowest possible cost (avoiding taxes and probate costs) with maximum protection from lawsuits, mismanagement, publicity, predators and divorces.
What is asset protection planning? It is using carefully selected tools to ensure that your assets are not subject to confiscation by any plantiff or predator who comes along. It also makes lawsuits against you less likely because it shields your assets behind a veil of privacy.
What is business planning? It is planning for how your business is managed and/or disposed of when you no longer want or are no longer able to manage your business interests personally. It covers a wide spectrum of strategies from buy-out agreements between partners to using life insurance to provide liquidity in the event of your or an investment partner’s pre-retirement death.
What is special needs planning? It is providing for your child who cannot support himself or herself while not causing that child to lose essential benefits such as Medicaid and SSI. Without special needs planning, it is likely your child’s inheritance will be quickly and fully depleted by medical expenses.
What is elder law? It is ensuring that you are taken care of by those you trust should you ever be unable to make your own decisions. It is also preserving your assets for your loved ones in the event you need the benefits (such as nursing home coverage) provided by Medicaid.
We would like to hear from you. We will be happy to set up an appointment with you, for a free one hour consultation. You will learn a lot and get a clear idea about how to proceed. Don’t delay – this is about protecting yourself and your family, and you cannot predict when you are going to need a plan.