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.

A distinct planning tool with tremendous flexibility. When drafted properly, a trust can replace a Last Will and Testament, eliminating the need for costly probate, as well as providing asset protection that a Will never can!

Advance and emergency Medicaid Planning for access to nursing home Medicaid or home care Medicaid programs such as CDPAP, NHTD, MLTC, and PACE to help clients get home help aides for cooking, cleaning, and help with other activities of daily living.

Medicaid planning, emergency Medicaid planning, and planning associated with assisted living, long-term care, and skilled nursing care when loved ones enter nursing homes. Planning to help maximize Medicare benefits as they interact with Medicaid.

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.

Will: an archaic legal document largely replaced by Trusts in good planning. Wills transfer property titled in a single person's name when that person dies. They must be formally admitted to court and administered through a process called probate.

Handling all affairs of the deceased, and providing both advice and genuine assistance to families and loved ones in times of great need.

Advanced directive planning to ensure your most trusted advisors and loved ones can assist you with your financial affairs when you are the most vulnerable.

Advanced planning to reduce future income and property taxes for creators and beneficiaries of trusts and estates. For high net worth clients, I create and implement plans to reduce Estate and Generation Skipping Transfer taxes (death taxes).