Areas of Practice

Estate Planning

An estate plan can help you:

  • 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

 

Elder Law

We focus on providing you or your loved ones with:

  • Medicaid planning

  • Asset preservation

  • Long-term care planning

  • Guardianship

  • Appointment of Health Care Representative

  • Financial power of attorney

  • Medical advance directives

Small Businesses

We work with corporations, partnerships, LLCs, and

not-for-profit corporations for:

  • Business formation

  • Organization agreements

  • Buy/sell agreements

  • Non-compete agreements

  • Contracts

Estate Plan Documents
These include:

  • Last Will and Testament

  • Living trusts

  • Irrevocable trusts (estate tax planning)

  • Minors trusts

  • Special needs trusts

  • Power of attorney​

Tax Planning

We provide income tax planning for:

  • Individuals

  • Retirement accounts

  • Estates and trusts

  • Beneficiaries​

 

Estate Administration

Our experience can guide you through:

  • Estate administration and probate

  • Trust administration

  • Small estate administration

  • Administration without probate

  • Income and estate taxes

  • Income tax planning for retirement accounts