Who We Help
Families With Children
We believe that Family is your biggest asset, and that "Family Wealth" is about way more than just the money you leave behind. You want to make sure your family and minor children are taken care of regardless of what happens to you and when it happens to you.
Modern/Blended Family can use well designed estate plans to help eliminate any potential friction between you and your ex-spouse, the children you have together, and any future spouses or step children you may have, both during your life and in the event of your incapacity or death.
We know that single parents are the center of their little one's universe, and we know your little ones are the center of yours. A thoughtful estate plan will help ensure your most precious asset is provided for financially and emotionally, in the manner you want, by the people you want, no matter what.
Special Needs Planning
Having a child with special needs doesn't take a special family, it makes a special family. You want to take charge of the future and ensure your loved one's special needs are met no matter what happens to you, while simultaneously protecting the government benefits they are entitled to, so they can lead a full life if and when something ever happens to you.
High Net Worth Families
You define "Wealth" as something that goes beyond money, but you've accumulated a significant amount of assets and prefer those assets to stay in the family, rather than go to Uncle Sam or the Big Apple. Estate planning can help you mitigate estate taxes and ensure that your money, and legacy, live on for generations.
Unmarried/Same Sex Couples
Unmarried/Same Sex couples face unique challenges in order to receive the same benefits generally afforded to traditional married couples, especially with regard to the care of your children and your money. Estate planning can help you create the future and legacy you deserve, rather than leaving those choices to State.