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Asset Changes or Tax Event

How to save taxes, protect assets
  • Retiring soon
  • Inheriting money or other assets soon
  • Applying for Social Security soon
  • Turning 72 this year
  • Turning 59 ¬Ĺ this year
  • Selling assets with major capital gain or loss

Family Changing

Update your plan, ensure your assets go where you want at your death
  • Death of a spouse or child
  • Serious illness of spouse or child
  • Considering remarriage or divorce
  • Child develops substance abuse problem
  • Births, deaths, divorces of named¬†beneficiaries
  • Parent is ill or incapacitated
  • Child marrying someone with spending issues

Nursing Home/Long Term Care Event

How to pay for care
  • Diagnosis such as Alzheimer’s or Parkinson’s
  • Incapacity
  • Going to rehab

What if My Attorney Dies or Retires?

Cooper, Adel, Vu Will Be There!
  • We believe you deserve continuity and peace of mind
  • Support for your family
  • Our attorneys will be there for you now and in the future

Are You in a Crisis Situation?

Schedule a Free Consultation today.

Attend a Free Workshop

Learn how planning can help protect your life savings from being lost.

Contact us today to signup and attend a free seminar.