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Hear From Our Clients
Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
“Jeff is a dedicated Attorney, persistent in the pursuit of his clients’ needs. I have found him to be extremely knowledgeable and of the highest integrity. I highly recommend Jeffrey.”—Sophia M.
“Easy, informative and an enjoyable process. We feel we’ve received excellent services and we feel that we’ve been taken care of.” Nancy A & Nancy C
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Recent Posts
Four Fatal Medicaid Mistakes ( Even With a Good Medicaid GamePlan™ )
It has now been more than six years since I have been a Certified Medicaid Planner™, and in that time I’ve helped many families save hundreds of thousands of dollars (or more) and still [...]
Non-Profit 501c4s versus Charitable 501c3s
While I’m an Estate and Medicaid planning attorney, I have also been involved in civic groups and charities for more than 20 years, and I often see a lot of confusion over how 501c3s [...]
This Is A Deed Scam
Unfortunately, this is now happening on a consistent basis. Some of our clients are being targeted in a deed scam. I’m not talking about a swindle where our clients are losing their property, but [...]
(Please Don’t Have A) Tax Panic Attack
It seems that every time there is a change in presidential administrations, my office gets flooded with questions about the new President’s tax plan and how it will impact their estate strategy. While some [...]