We understand that planning for the end of life, a disability or aging can be complicated and emotional. The Wealth Preservation Group is here to help you navigate through this challenging time. Whether you have an immediate need, are planning for the future, or are concerned about protecting your legacy…
Let Us Help You.
How We Can Help You
Why Choose Porzio Wealth Preservation
When it comes to your family and your financial security, you deserve clear guidance and actionable plans. Questions about your estate, elder care, special needs children, family disputes are deeply personal and fundamentally important. You should work with attorneys who have invested their careers in these areas of law. Our Attorneys are committed learners who invested in deeper education after law school by obtaining the additional degree of Masters of Laws and Letters (LL.M) in Taxation and Certification as Elder Law Attorneys by the American Bar Association accredited National Elder Law Foundation (CELA). Our Attorneys are sought after speakers who educate the public, professionals and other lawyers about best practices for real families to leverage myriad laws, tax codes and government regulations. Our Attorneys are leaders who serve our community through board service to non-profits, estate planning attorney groups, and elder law attorney groups.
Listen to your needs, goals, and values.
Empower you to make and carry out the best decisions about your family and finances in the event of your death, disability, or aging.
Educate you about the law and how it applies to your unique situation.
Partner with you to create a plan that blends your needs, goals, and values with your finances and the law.
We understand that planning for end of life, disability, or aging can be complicated and emotional. The Wealth Preservation Group is here to help you navigate through this challenging time. Our goal is to make sure you feel secure and confident in your estate planning to ensure you reach your goals.
Porzio, Bromberg, & Newman, PC is a full-service law firm. We have vast resources we call upon when you have questions and needs outside of wealth preservation planning.