I regularly work with individuals, new families and retirees, helping them develop sound estate plans that address tax liabilities, long-term care issues and asset protection. I create various financial and legal strategies for clients to pass wealth onto heirs, to provide asset protection, to settle their estate according to their wishes, and to reduce their tax burden. I readily collaborate with the client’s accountant, investment advisor and insurance professional. In addition, I help high net worth individuals with sophisticated estate planning and wealth transfer techniques, including revocable trusts, irrevocable life insurance trusts, family limited partnerships (FLPs) and limited liability companies (LLCs).You can count on personalized, focused attention. Your estate plan will reflect your unique values and concerns. Your questions will be answered promptly and with respect. When you're done, you'll understand how the documents work and what you need to do to keep them current during your lifetime.Specialties: Estate planning, elder law services including irrevocable trusts and Medicaid planning, Business Planning, Social Security Disability Insurance (SSD/SSI) Benefits, Veteran's Benefits and probate. LICENSED IN MA & RI