How you plan your wealth reflects your life. I will help you develop an individualized solution that manages your wealth in accordance with your values, your short- and long-term financial goals, and your family and philanthropic objectives.
Asset Protection Planning
Business Succession Planning
Charitable Giving
Connecticut and New York Medicaid Information
Elder Law
Estate & Trust Administration
Estate Glossary
Generation-Skipping Trusts
How Do I Protect My House?
Insurance Planning
IRA-Roth Conversion
Living Trusts
Long-Term Care Insurance
Medicaid Planning
Probate
Retirement Planning
Retirement Trusts
Special Needs Trusts
Trusts for Minors and Children
Trusts for Non-Citizen Spouses
Wealth Transfer
Will Contests
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