What Is  Planning?

Traditional Planning

Handling all matters regarding Wills, Health Care Proxies, Living Wills, Power of Attorneys, Revocable and Irrevocable Living Trusts.

Medicaid Planning

Pre-crisis planning pertaining to protection of assets from Nursing Homes and ensure eligibility for Medicaid if needed.

Asset Protection Planning

Protection of assets from the Government, Taxes, Lawsuits, and Nursing Homes, divorce, bad business ventures and predators.

Tax Planning

Handling all matters concerning potentially large income or estate taxes. State of the art strategies that permit individuals to minimize taxes but maintains control and financial security. We help identify family strengths and goals for 1, 2, 3 or more generations while protecting a lifetime of assets for future generations and from their indiscretions.

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