Jeff is an attorney as well as an experienced and highly accredited wealth manager. Jeff is a staunch advocate for his clients, and employs his broad skills to help them accumulate, protect, and transfer their wealth. He created the "Law and Money Matters" network to bring together expertise in law, tax, and financial management for clients.
Jeff brings clients an unmatched combination of skill, experience, and genuine interest in their financial well-being. His team manages every vital aspect of estate planning and asset protection.
Estate planning is the process of combining your written instructions concerning your estate with the legal language that will ensure that your wishes are carried out. An estate plan isn't only for wealthy individuals or those with complex needs. An estate plan will protect you and your assets and also those who are important to you. Through planning, you can ensure that the next generation enjoys your loving legacy.
Elder Law is a legal specialty that considers the diverse needs of aging individuals and helps take steps to protect their assets. Few people plan ahead for the possibility of requiring long-term care and how that expense can impact your estate. Law and Money Matters provides a structure for clients to assess their potential long-term care needs. The practice also incorporates the use of living wills and trusts where appropriate.
Probate is a cumbersome process that many people are determined to avoid. Probate is a court-supervised process of administering a will, quantifying estate assets, paying estate obligations, including bills and taxes, and distributing assets to designated beneficiaries. The probate process can be expensive and time-consuming, which is why many people prefer to bypass it if possible. Trusts and other tools can help ensure efficient estate administration.
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Our team combines financial and legal experience with a caring, collaborative approach.