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PROVIDING
PEACE OF MIND

Planificación patrimonial

Dedicated to

MAKING
A DIFFERENCE

Derecho de la vejez

Dedicated to

ADVOCATING FOR
YOUR LOVED ONE

Planificación de necesidades especiales

Serving the Community

SINCE 1985

Dedicated to

PROVIDING
PEACE OF MIND

Planificación patrimonial

Dedicated to

MAKING
A DIFFERENCE

Derecho de la vejez

Dedicated to

ADVOCATING FOR
YOUR LOVED ONE

Planificación de necesidades especiales

Serving the
Community

SINCE 1985

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Our Practice Areas

Planificación patrimonial para segundas nupcias
Planificación patrimonial para Snowbirds
Planificación para familias LGBTQ
Donaciones benéficas
Planificación de la jubilación
Planificación de la discapacidad
Incapacidad de la Seguridad Social
Planificación del impuesto de sucesiones
Beneficios para veteranos

Planificación patrimonial

Care Consulting
Pooled Trusts
Retirement Planning
Veterans Benefits

Derecho de la vejez

Special Needs Planning
Pooled Trusts
Social Security Disability
Settlement Planning
Care Consulting
Veterans Benefits

Special Needs / Disability

Adults with Functional Limitations
Adults with Intellectual Disabilities
Guardianship for Minors

Tutela

Trust & Estate Administration
Probate
Fiduciary Services
Trust & Estate Litigation

Fideicomiso y patrimonio

Planning for Eligibility
Medicaid Applications
Pooled Trusts

Planificación de Medicaid

Planificación de la sucesión empresarial

Small Business

Residential Sales & Purchases
Commercial Sales & Purchases
Leasing

Inmobiliario

Planificación patrimonial

Care Consulting
Pooled Trusts
Retirement Planning
Veterans Benefits

Derecho de la vejez

Special Needs Planning
Pooled Trusts
Social Security Disability
Settlement Planning
Care Consulting
Veterans Benefits

Special Needs / Disability

Adults with Functional Limitations
Adults with Intellectual Disabilities
Guardianship for Minors

Tutela

Trust & Estate Administration
Probate
Fiduciary Services
Trust & Estate Litigation

Fideicomiso y patrimonio

Planning for Eligibility
Medicaid Applications
Pooled Trusts

Planificación de Medicaid

Planificación de la sucesión empresarial

Small Business

Residential Sales & Purchases
Commercial Sales & Purchases
Leasing

Inmobiliario

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The 10-Year Rule for Inherited IRAs

Understand inherited IRAs and the 10-year rule under the SECURE Act. Learn how to manage your inherited retirement accounts.

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Planificación patrimonial

Derecho de la vejez

Special Needs / Disability

Tutela

Fideicomiso y patrimonio

Planificación de Medicaid

Small Business

Inmobiliario

Planificación patrimonial

Derecho de la vejez

Special Needs / Disability

Tutela

Fideicomiso y patrimonio

Planificación de Medicaid

Small Business

Inmobiliario

The 10-Year Rule for Inherited IRAs

In-Person Seminar: “Estate Planning Fundamentals: Building a Plan That Works”

Monthly Coffee & Conversation – Lido Beach

Earth Day Shred Event

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