Information for Clients

 

Integrated Estate Planning

 

We work with you to thoroughly understand your individual circumstances in order to make a comprehensive plan to protect your assets and to simplify their transfer. We create and maintain wills, trusts, and powers of attorney, and we review your insurance and finances.

 

Elder Law

 

We help you apply for benefits including Medicare, Medicaid, and Veteran's benefits. We work with you to develop long term care plans, guardianship avoidances, and Medical Assistance eligibility and qualifications.

 

Business Advisory Services

 

We help negotiate business sale transactions, draft the appropriate documents, and close the deal. We assist with service agreements, employment and contractor agreements, joint ventures and strategic partnerships. In real estate transactions, we will guide you successfully through contract and settlement. We help develop prudent corporate procedures and filings. We will assist you in avoiding and solving collection problems.