A nationally recognized estate planning and Elder Law firm, we help individuals, families and business owners plan for the future and navigate through the highly technical world of estate planning, dealing with complex and sometimes emotionally difficult issues. Successful results are achieved by integrating the areas of estate tax, wealth preservation and business succession planning, Elder Law, Medicaid planning, estate administration, retirement benefits planning, and planning for closely held businesses and professional practices.
The cornerstone of our success is the nature of the relationship we maintain with each of our clients, who are treated with sensitivity and respect for their individual needs and objectives. Our dedication to quality, creativity and understanding of the law forms the foundation of our longstanding reputation with clients, the community, and other professionals.
About Us
Recommendations Received (29)
"Steve's years of experience and knowledge assist his clients with their estate planning and..."
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"Steve's years of experience and knowledge assist his clients with their estate planning and implementation. "
"Excellent knowledge in legal matters pertaining to elder care!"
Recommendations Given (23)
"The pies, scotch eggs and all of the other British sweets are incredible"
"I have worked with Lou for over 35 years. He is the most knowledgable and practical accountant."
Recent Activity
I concentrate in Trusts& Estates, Probate, Elder Law and Special Needs Planning. I have a printed flat fee schedule (which I may adjust based on the matter). I quote the full fee at the first meeting (no charge for postage, photocopies and such, except FedEx). I get a 50% retainer and the balance...
(more)
I concentrate in Trusts& Estates, Probate, Elder Law and Special Needs Planning. I have a printed flat fee schedule (which I may adjust based on the matter). I quote the full fee at the first meeting (no charge for postage, photocopies and such, except FedEx). I get a 50% retainer and the balance due the earlier of signing the documents or 30 days after the drafts are sent. The fee for a Medicaid application is payable in full when we are retained. I don't want to get involved with billing for phone calls, emails and the like.Designing a tax plan is hourly, but the documents are flat fees. For estate administration, I give the client a choice of time, flat fee or percentageThe bottom line, I want to know I am not getting paid at the first meeting, not the last meeting.
1. No matter what price I quote you, someone will do it for less.
2. When Alan Shepard was asked what he was thinking prior to launch. he said something to the effect "I'm about to shot into space on something built by the company who said they could build it the cheapest."
(more)
1. No matter what price I quote you, someone will do it for less.
2. When Alan Shepard was asked what he was thinking prior to launch. he said something to the effect "I'm about to shot into space on something built by the company who said they could build it the cheapest."
