01Wills & estate plans
Provide for the people who matter to you and name those who will carry out your instructions. Discuss beneficiaries, guardian nominations for minor children, and a coordinated plan with powers of attorney, healthcare proxies, and living wills.
Explore this service ↗02Trust planning
Understand whether a trust fits your family, property, business interests, and goals. We discuss its purpose, how it can coordinate with a will and beneficiary arrangements, and which assets may need to be transferred to it.
Explore this service ↗03Medicaid planning & applications
Plan ahead for long-term-care costs with guidance on Medicaid asset protection trusts. We also provide routine Medicaid application assistance in New York and New Jersey.
Explore this service ↗04Special needs trusts
Plan for the support of a loved one with a disability. Discuss trust options, who will manage the funds, and how the trust can work alongside the benefits your loved one relies on.
Explore this service ↗05Powers of attorney & healthcare planning
Choose whom you trust with financial matters and healthcare decisions. We prepare financial powers of attorney, healthcare proxies, and living wills: written instructions about your medical-treatment preferences. Documents are tailored to your state.
Explore this service ↗06Reviewing an existing plan
A move, marriage, growing family, new property, change in business ownership, or change in health may be a reason to revisit your plan. Bring your questions and existing plan; we’ll discuss what may need attention.
Discuss your existing plan ↗