Welcome!
Lori
Adasiewicz helps business owners, real estate owners and families with taxable
estates resolve messes, transitions, protection or complex tax issues to
achieve their goals. These are interesting times in the financial and real
estate markets but they also present opportunities to capitalize on tax
deductions, asset protection and solution strategies through the firm's
planning process.
Through
our process of Review, Design, and Implementation we help
you integrate your current situation, and the changing times. The process
creates an opportunity
for you to consider what is truly important to you – for yourself, your
health care, your family, your finances, your business and ultimately the mark
you want to leave on this earth.
An
estate plan is the culmination of a process of determining your goals
and objectives, analyzing and testing your options, and implementing the best
method of achieving your goals. It is in this process that our office can
provide you with the greatest value.
The
ultimate outcome of this process is your peace of mind.
Trusted
Advisor
Once
a plan is implemented, we consider that just the beginning of our
relationship. Our clients know that they can call their attorney when
questions or new concerns arise, or when life events occur. Our firm will be
there to assist you and your loved ones navigate through the legal, financial
and practical responsibilities of administering a trust, probate estate or
business plan when an incapacity or death occurs.
We welcome
ongoing contact from our clients and a continuing
relationship with you and your family is our goal, and the highest compliment
that we receive.
|