As your Mahopac, Patterson, Putnam Lake Putnam County, and New Fairfield estate planning law firm, we will keep an eye on all issues, such as asset protection, elder law, Medicaid planning, Special Needs Trust planning, college financial aid eligibility, and tax planning.
Throughout and after life, you want your assets to go where you want and serve you and your family. However, this does not always turn out to be the case. Through our meticulous drafting skills and ability to spot each issue, we will do all I can to protect you and your family's assets against creditors, divorcing in-laws, taxes, Medicaid spenddown, or even a disgruntled disinherited relative.
We offer quick turnaround time and different options including revocable living trusts, wills, and asset protection. We also offer complimentary healthcare documents with any will and a discount for multiple people.
I have not only a law degree and license but also an MBA, having graduated with a 4.0 GPA from business school. Before starting my own law firm, I worked with financial institutions such as Morgan Stanley, Commonwealth Financial, and Rothstein Kass (now part of Big 4 accounting firm KPMG). These quantitative skills for financial analysis will ensure that you receive an optimum solution that will protect your family's net worth.
We keep up to date with the changes in the law to protect your family's net worth!
Throughout and after life, you want your assets to go where you want and serve you and your family. However, this does not always turn out to be the case. Through our meticulous drafting skills and ability to spot each issue, we will do all I can to protect you and your family's assets against creditors, divorcing in-laws, taxes, Medicaid spenddown, or even a disgruntled disinherited relative.
We offer quick turnaround time and different options including revocable living trusts, wills, and asset protection. We also offer complimentary healthcare documents with any will and a discount for multiple people.
I have not only a law degree and license but also an MBA, having graduated with a 4.0 GPA from business school. Before starting my own law firm, I worked with financial institutions such as Morgan Stanley, Commonwealth Financial, and Rothstein Kass (now part of Big 4 accounting firm KPMG). These quantitative skills for financial analysis will ensure that you receive an optimum solution that will protect your family's net worth.
We keep up to date with the changes in the law to protect your family's net worth!