Elder Law and Estate planning
Well Planned Journey for Your Peace of Mind
Comprehensive, Holistic, and Customized Estate Planning
to Protect What Took Your Life Time to Build
In complex estate planning cases, we typically address one or more of the following concerns:
Additionally, we will likely consider using a number of different estate planning vehicles to achieve the desired results. We utilize a host of trust based planning tools. The following are just a few examples of the estate planning tools:
Successful planning often demands the high level of tax knowledge. June Weppler has an advanced degree in Taxation (LL..M in Tax) and years of experience in the field of Tax and Estate Planning. To best achieve the client's intent, we may work in collaboration with other professionals (accountants, financial advisors, insurance agents, etc.).
Elder Law and Medicaid
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Elder Law & Estate Planning Resources
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