The Heritage Law Group
Our law firm has as its primary goal the protection and preservation of families, and the personal and financial relationships that encircle them.
We have chosen to focus our practice in the areas of Estate Planning, Elder Law, Family Law, Guardianships and Conservatorships, Fiduciary Services, Resolution of Fiduciary Abuse, the Administration of Estates, Trusts, and Conservatorships and Business Planning.
Why these areas?
Estate planning is the orderly and deliberate management of health care and finances, a key element in keeping families together.
Elder law primarily protects family finances from the often draining costs of long term care, allowing well spouses to live with dignity, and pass a hard-earned inheritance to the next generation.
Guardianships and Conservatorships protect those who cannot protect themselves, such as our special needs children, or parents with dementia.
Fiduciary Services assists families who prefer not to burden family members with settling estates, paying bills, and managing health care, or who do not have an appropriate person to do so.
Resolution of Fiduciary Abuse seeks recovery of funds when a trusted person, such as an Executor, Trustee, or Agent, defrauds the family.
Administration of Estates, Trusts and Conservatorships helps those entrusted with others finances, such as Executors, Trustees, and Conservators, to perform their duties with the utmost fidelity.
Business Planning assists those clients that wish to start a new business or have an existing business to do the necessary legal planning to protect their personal assets from the possible liabilities of their business as well as plan for the smooth transition of ownership or control of the business down the road.