Estate planning and elder law
The ultimate disposition of 401(k) plans, 529 college
savings plans, IRAs, summer homes and countless other types of assets require
legal guidance that transcends the over-simplified wills and trusts that one
may download from the Internet. Our
years of experience drafting complex and tax-efficient estate plans, together with our team of
financial planners, accountants and tax advisors, offer young families and baby
boomers alike the tools they need to properly plan for the future.
In the ever changing world of elder law planning, we offer practical advice to our clients that not only answer questions about lottery winnings, retirement assets, Medicare, Social Security and Medicaid, but also provides steps to preserve assets for generations to come.
In the ever changing world of elder law planning, we offer practical advice to our clients that not only answer questions about lottery winnings, retirement assets, Medicare, Social Security and Medicaid, but also provides steps to preserve assets for generations to come.