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Estate and Elder Care

Preservation of assets is the key objective in planning for this phase of life. We review your goals for inheritance distribution and work with you and your legal advisors to select the most appropriate solutions for your specific needs and circumstances. We will collaborate with our team of accountants, tax experts, and elder law attorneys to include a plan to provide elder and child care, wills, health proxies, and power of attorneys. We will address the special estate planning concerns of adoptive families, families with step children, non-traditional families, and non-married couples.