Areas of Practice

Estate Planning

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An estate plan can help you:

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  • Simplify the administration of your assets

  • Control the distribution of your assets

  • Protect your property for your beneficiaries

  • Minimize income taxes for retirement accounts

  • Provide for your care or the care of your beneficiaries in the event of disability

 

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Elder Law

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We focus on providing you or your loved ones with:

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  • Medicaid planning

  • Asset preservation

  • Long-term care planning

  • Guardianship

  • Appointment of Health Care Representative

  • Financial power of attorney

  • Medical advance directives

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Small Businesses

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We work with corporations, partnerships, LLCs, and

not-for-profit corporations for:

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  • Business formation

  • Organization agreements

  • Buy/sell agreements

  • Non-compete agreements

  • Contracts

Estate Plan Documents
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These include:

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  • Last Will and Testament

  • Living trusts

  • Irrevocable trusts (estate tax planning)

  • Minors trusts

  • Special needs trusts

  • Power of attorney​

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Tax Planning

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We provide income tax planning for:

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  • Individuals

  • Retirement accounts

  • Estates and trusts

  • Beneficiaries​

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Estate Administration

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Our experience can guide you through:

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  • Estate administration and probate

  • Trust administration

  • Small estate administration

  • Administration without probate

  • Income and estate taxes

  • Income tax planning for retirement accounts