Our Specialty

Providing personal care and attention enabling clients to give what they want, to who they want, when they want, while maintaining asset control, planning for disabilities and minimizing tax and probate costs.

Click here to download our
Personal Financial Planning Questionnaire & Will Information Form

Estate Planning

You may only get one chance to plan your estate and how you plan it will have a profound effect on your family, your loved ones, the charities, and causes you care about. Each individual and each family has different concerns that need to be addressed. It is important that your estate plan is designed to address those concerns and your needs.

DON'T VOLUNTARILY GIVE HALF YOUR
FAMILY'S INHERITANCE
TO THE IRS

Through the use of Wills, Trusts, Powers of Attorney, Health Care Directives, and other planning techniques, we will accomplish our mutual goal of "Protecting your Family and preserving your assets". Call for a free estate planning consultation.

Real Estate NJ & NY
We have represented buyers and sellers in over 1000 transactions from contract to closing, our office will take care of everything for you except your personal mortgage documentation, homeowners insurance, and moving. Bring one certified check to closing and we will do the rest.

Get affordable representation from an attorney who has served as counsel to both a mortgage and title company. Our office will get you from where you are, to where you want to be.

Elder Law

For the special problems and needs of people over fifty, our firm can help develop a plan to keep family assets in the family as opposed to having those assets spent on nursing home needs.

Business Transactions
Our firm can represent you in the purchase or sale of a business. We will assist you in selecting and forming the appropriate business entity that best suits your needs. We will prepare shareholder or partnership agreements to best protect your interest. The purchase and sale of a business should not be dealt with frivolously. Protect your interest. Call for a free consultation.

Asset Protection

Today's litigious society has created the need to address asset protection-Protection from potential future creditors and predators. Asset protection is not a matter of evading properly and fairly due obligations. It is a method of shielding assets from the potentially unreasonable exposures of an existing civil justice system gone wild.

Through the use of trusts, family limited partnerships and other techniques; your assets can be insulated and protected.

 

 

Tax Planning

As a tax consultant with Peat, Marwick, and as a senior tax counsel with the City of New York, Mr. Weiner has vast experience in Tax Planning and IRS Dispute Resolution. His expertise ranges from audit representation to litigating cases in the United States Court. He has also handled many collection matters where he has secured the release of Federal Tax Liens and greatly reduced the Tax liability using offers in compromise. Call today for a free consultation.

College Financial Aid

Through personal experience with his son, who just graduated from Duke University, and his daughter, who is attending the University of Wisconsin, we can show you how to make college cost less and help you make your child's first choice school an economic reality. Call today and start planning for your child's college education.