Leaving a Legacy: Strategies for the Preservation and Transfer of Family Wealth
Our goal is to help you develop appropriate legal strategies for the preservation and transfer of your family’s wealth. We review all of the issues about how you own your property and your business, how to preserve your wealth, how to protect your assets in the event of disability or the need for long-term care, and how to transfer your property to the other members of your family (or to your friends or chosen charities), either during your lifetime or upon your death.
If you want someone to do more than just write you a Will or Trust. . .
If you want someone who will look at your entire tax and financial picture, and work with you to develop an overall wealth management and transfer plan that addresses your needs and wishes, your family situation, and your best interests. . .
If you want someone with over 30 years of experience in estate planning, special needs and elder law to assist you. . .
If you want someone who will prepare your estate plan documents in Plain English that you can understand. . .