Our practice is limited to what we like to call "Family Wealth Law".
Family Wealth Law
encompasses all of the issues about how you own and control your
wealth, how you can preserve your wealth for your needs and the needs of
your family, and how you can transfer your wealth to you family, or to
friends and charities, during life and upon death.
As your Family Wealth Counsel, we can help you:
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plan your estate for both death and possible disability
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minimize estate and gift taxes
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plan for long term care and minimize its impact on your family's finances
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apply for Medicaid and other benefits
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create special needs trusts for disabled family member
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administer trusts and estate after a lived one has died
As your Family Wealth Counsel, our goal is to assist you in developing and documenting the strategies that will allow you to preserve your family's wealth as much as possible, and to transfer it as smoothly as possible to the people and causes you with to benefit.
Above all else, we help you put your money where your heart is.