 Life,
Death and Aging each bring a special need for planning. Our firm is
dedicated to providing cross over services between the financial environment
and the legal community. We provide services to the estate, financial,
charitable and gift planning needs of families and professionals.
We
are also aware of the needs of seniors and the special circumstances
that aging brings to the family unit. We help our clients and family
members plan for these circumstances through the preparation and
coordination of legal documents, insurance planning with Long Term
Care Insurance, Medicare Supplements, Annuities, Death Insurance
and Investments.
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We are here to serve you -
•
Simple and Complex Estate & Financial Planning
• Special Needs Trusts and Guardianship
• Family Business Planning- funded and unfunded Buy/ Sell
Arrangements
• Charitable Planning and Non-Profit Formations
• Estate Protection Through Insurance and Investments
• Simple and Complex Wills
• Simple and Complex Trusts
This
is more than a law firm. It is a place where people care about
the client.
Please
contact us if we can help you accomplish your goals.
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