Concentrating in planning for asset protection and preservation, minimization of taxation, and reduction in probate and administration expenses. Plans frequently include revocable and irrevocable Trusts, Wills, Powers of Attorney with expanded powers and tied closely with Statutory Riders with expanded powers, Healthcare Proxies that travel with you, and Living Will declarations.

Assisting clients with formation, ongoing growth, and succession planning for businesses of all sizes. Providing analysis of which business forms best suit clients needs and are most tax efficient. Structuring assets to limit liabilities to the greatest extent possible.

Counseling clients on Medicaid planning, emergency Medicaid planning, and planning associated with assisted living, long-term care, and skilled nursing care when loved ones enter nursing homes. We also provide clients with information on the benefits provided by Medicaid as opposed to Medicare, and important distinctions between the programs.