As an asset protection lawyer, I know that even though people may have different life experiences, values, and goals, they all have something in common: they all want to pass on as much as possible to those they care about in the way they want them to receive it. And in doing so, they want to maintain the most control and use possible—all while keeping financial predators at bay.
Don’t for a minute think this kind of planning is just for the wealthy or for those over a certain age. Estate planning is for everyone. And it’s important to realize that asset protection isn’t an event—it’s a process. As your life changes and as the world around you changes, you need to adjust those plans over time.
It’s only natural that you want to protect your quality of life and preserve a legacy for your loved ones. Unfortunately, many people find it very difficult to confront these issues and choose to avoid thinking about what needs to be done. I understand the temptation to bury your head in the sand. But I’m here to tell you it’s not as hard as you think to put an asset protection plan in place. I urge you not to wait. All you need to do is get started—and the sooner you do it, the better!
How I Help People Protect Their Assets
My practice specifically concentrates on estate planning and elder law. I have designed a unique process to help you make the kinds of decisions needed to protect what you’ve worked so hard to build. We don’t know what will happen a few years from now, but we can put a plan in place that considers every possibility. These are the kinds of services I provide:
- Estate Planning. For estates large and small, I’ll help you create a plan to ensure that as much money as possible is preserved for your loved ones and that your wishes are honored after your death, all while minimizing taxes.
- Business Formation and Succession Planning. Such things as how you structure your business and a well-crafted buy-sell agreement can have a significant impact on your success or failure. Let me show you how to get the most out of your business.
- Long-Term Care Planning. With smart planning now or in crisis later, I can help you shield your hard-earned assets to provide for your quality of life while still qualifying for Medicaid to pay for long-term care costs.
- Special Needs Planning. Whether you have an autistic child or a child with any other special needs, I can make sure they will be provided for long after you’re gone, without interfering with eligibility for public benefits.
- Veterans Benefits Planning. Whether you’re a Veteran or the surviving spouse of a Veteran, I can help you with non-service connected and service-connected Veterans Administration programs.
