Families and Caretakers
After years of specializing in retirement planning, we have found the single greatest threat to our clients’ hard earned retirement savings is the high cost of long term care expenses. With a team of attorneys, our firm helps families whom have a current or potential need for Long Term Care:
- To evaluate their care needs
- Identify potential sources of financial assistance
- To protect & preserve their life savings
Families in this stage of life require more personal attention and time to gain confidence in someone they can trust to help them through the difficult process of dealing with issues they face, often for the first time in their lives.
We work with families that have complex estate planning, asset protection or investment policy issues such as trustees of family trusts. Privacy and confidentiality are always honored along with strict compliance. Our firm has a team, who can understand and provide solutions for generational wealth transfer, tax mitigation, forming trusts, and asset protection strategies.