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Preserving and Protecting Your Legacy

We create strategies to eliminate or minimize the amount of taxes your heirs will pay.

Minimizing Taxes Associated with Wealth

We create strategies to eliminate or minimize the amount of taxes your heirs will pay. These include:

  • Apportioning assets among trusts, LLCs, Closely Held Corporations, and charitable giving
  • Estate tax strategies
  • Organizing Your Investments
  • We help you to analyze and transfer your investments into the appropriate vehicles in order to achieve your goals

 

“I had a great experience with Markell Estate Planning & Elder Law. Joe handled my estate very professionally and explained everything in a very simple manner. Everything went very easy. I highly recommend.”

Practice Areas

Estate
Planning
Elder Law
Probate Medicaid
Planning

Our goal is to leave you feeling more secure about your future

We start with a free consultation. We take time to understand your situation We answer your questions We explore all your options

Our goal is to leave you feeling more secure about your future