A Personal Commitment to Excellence in Service

Our practice is devoted to helping seniors and their families with the
4 Pillars of Retirement Success™

Legal, Health, Financial and Tax

A Personal Commitment to Excellence in Service

Our practice is devoted to helping seniors and their families with the
4 Pillars of Retirement Success™

Legal, Health, Financial and Tax

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Our practice is devoted to helping seniors and their families with the 4 Pillars of success:
Legal, Health, Financial & Tax
Legal Planning

Legal

Our Legal Planning options can take you from wealth transfer, to wealth protection and more. Click below to learn about ways we can help you with legal issues.

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Health Planning

Health

Health in aging is critical – whether confronted by a crisis or protecting against one in the future. Click below to learn more about ways we can help you with Health related issues, including Long Term Care Issues.

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Financial Planning

Financial

Your wealth is key towards leaving a legacy or living well in retirement. Intelligently protecting and growing your wealth is critical towards your Retirement Success™.

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Tax Planning

Tax

Reduce or eliminate unnecessary or “optional taxes.” Avoid costly mistakes we see others make again and again.

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A Range Of Estate Planning and Elder Law Services


We help clients with a variety of estate planning and other elder law matters, including:
Medicaid planning: While Medicaid is a tremendously helpful benefit to people, it is an extremely complicated and daunting process.
We help clients with Medicaid planning, which includes the complex Medicaid application, and save families money that might otherwise be lost.
Asset protection: We can help you with all aspects of asset protection, which encompasses wills and trusts, special needs planning, revocable living trusts and divorce protection for beneficiaries.
Estate administration: We also help clients with estate administration and estate and probate litigation matters.

Have referred to many of my clients

I am a Fee based Financial Planner and have utilized Gary with many clients. All legal drafts are reviewed by our Lawyers prior to clients executing. He is the only Lawyer that, to date, our Lawyers have not offered edits on. The only comment has been that his documents are the most comprehensive they have seen.

Sometimes clients insist on using their own Attorney. My experience has been that if their concentration is not in Estate Planning the level of work is not as good and it is difficult working with them. This is serious business where a missed opportunity in your planning could cost your heirs dearly. You also have to consider the unintentional/accidental disinheritance of a family member, especially with second marriages. Clients love him, his explanations are sometimes visual and always easy to comprehend.

Anthony

Would Use Again

Gary Garland put my family at ease when we had to do some estate planning. He is extremely professional, knowledgeable, organized and trustworthy and was able to explain everything in language a layperson could understand. I would recommend him to anyone and would use him again in a heartbeat.

Lisa

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