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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

 

“A 5 star rating only because a 10 is unavailable.. From the 1st few minutes into the phone conversation I felt the caring compassion of Joe and Dawn. They listened and offered advice that fit my needs. My daughter was so impressed with the timeliness of services, compassion and infectious smiles offered she immediately became a client. I would recommend this firm without hesitation to anyone in need of the services offered. ..Dawn remembered my voice name and situation more than six months after last conversation.. Folks that speaks volumes !!”

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