Wealth Preservation
Estate Planning and Other Asset Protection Legal Services

Wealth Preservation is an area of law that encompasses a wide variety of legal services, including estate planning (from basic to complex), elderlaw, and asset protection planning. Wealth preservation ranges from a simple will or living trust, or a designation of guardian for minor children, to complex multi-generational asset protection planning through trusts, family limited partnerships, and other planning devices. 

For large estates that may be subject to federal estate tax, we provide sophisticated legal services that can minimize, and in some cases eliminate, tax liability. 

For small estates, we offer a comprehensive set of basic estate planning documents at an affordable fixed fee.

For our older clients, we help with financial issues, care options, government benefits planning, and logistical issues affecting them and their adult children and grandchildren.

Here are some of the legal services the wealth preservation attorneys at Farrow-Gillespie & Heath provide:

• Wills and Estate Planning
• Living Trusts
• Powers of Attorney
• Multi-Generational Financial Planning
• Asset Protection Planning
• Health and Disability Planning
• Taxation Planning
• Lifetime Gifting
• Elderlaw
• Medicaid Planning
• Trust and Estate Administration
  

For more information or to schedule a consultation with an estate planning attorney or elderlaw attorney, please call 214-361-5600.

Topics of Interest

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Do I need a will?

What basic planning documents are important to have?