Our team, including an attorney/CPA, a CPA, and staff with years of experience, provides state-of-the-art, up-to-date estate planning, elder law, business counseling, probate, trust and estate administration.
Let’s start with the basics. Do you want to minimize taxes? Do you want to protect your assets? Do you want to know how to pay for nursing home costs, qualify for Medicaid or VA benefits? Do you want to make sure your property passes to your family?
Do you want to form a business? Do you want to limit personal liability from your business? Do you want to provide for someone with special needs? Are you an executor or trustee seeking help with estate or trust administration? We will help you! Contact us.
Perhaps, you want to protect your assets, plan for nursing home, qualify for Medicaid or VA benefits. We can help. You don’t have to spend all of your money before qualifying for Medicaid.
Maybe your needs require a trust, whether a Revocable Living Trust or Irrevocable Trust. We can help you there, too. If you have retirement plans and want to maximize the benefits, a Retirement Plan trust may be right for you. What you need will depend on what you want to achieve and where you are in life.
On the other hand, if your need relates to estate administration, probate, or trusts, we can help. We guide executors, trustees, administrators, and personal representatives each step of the way through estate administration, probate court, and trust administration. When you face the important and serious issues that arise as an executor, personal representative, or trustee, we will help you solve them. A team of professionals with years of experience, including CPAs, are here for you.
