Our practice is limited to what we like to call "Family Wealth Law".

Family Wealth Law encompasses all of the issues about how you own and control your wealth, how you can preserve your wealth for your needs and the needs of your family, and how you can transfer your wealth to your family, or to friends and charities, during life and upon death.

As your Family Wealth Counsel, we can help you:
?    plan your estate for both death and possible disability,
?    minimize estate and gift taxes,
?    plan for long term care and minimize its  impact on your finances,
?    apply for Medicaid and other benefits,
?    create special needs trusts for disabled family members, and
?    administer trusts and estates after a loved one has died.

As your Family Wealth Counsel, our goal is to assist you in developing and documenting the strategies that will allow you to preserve your family’s wealth as much as possible, and to transfer it as smoothly as possible to the people and causes you wish to benefit.

We help you put your money where your heart is.