Our company has successfully helped clients since 1991. We enjoy an A+ rating from the Better Business Bureau.
We specialize in estate planning, small business planning and medicaid planning. These three areas are so intertwined that an experienced professional is necessary to see all the issues that may affect a family. Over twenty years of experience in litigation have given us great insight in how to plan in order to avoid going to court.
We specialize in helping small business owners from the inception of their business to their exit strategy, and everything in between. Small business owners are often so focused on making the business successful that they miss important steps that will ensure against catastrophe and to effectively utilize strategies that preserve their profits.
We also work with individuals and families in implementing estate plans. Estate planning used to be only for the rich. Today, most families will benefit from meeting with an attorney to get suggestions on preserving their assets and making a plan in the event of disability or death. Part of estate planning also involves strategies to leverage assets and structure investments so that couples don't outlive their retirement.
Medicaid planning has recently become an essential step in order to protect assets. Long term care will be used by 50% of us and to ignore this fact is to put your hard earned assets at significant risk. We work with seniors, however, medicaid planning is appropriate for anyone with a family and assets that they want to protect. This type of planning is very complicated and should be undertaken with a knowledgeable expert. We take pride in having successfully planned for families that ensure that long term care decisions are made the for best outcome possible.
Call 877-593-5710 for an appointment
