Law for your estate
and order for your family
Law for your
estate and
order for your family.
Heirloom weaves both. Leverage the power of our expert legal minds and the peace of our trusted listening ears.
Celebrated by families and professionals
Celebrated by families
and professionals alike.
I highly recommend Heirloom for their exceptional expertise, comprehensive planning skills, and compassionate approach. They are an excellent choice for anyone seeking guidance in estate planning and administration.
-Zev Walter
Fiinancial Professional
We specialize in all the
things you worry about.
We specialize in all the things you worry about.
Throughout life, you make two types of
decisions – those you live with, and those that you live will outlive you. It usually begins with a worry:
Throughout life, you make two types of decisions – those you live with, and those that you live will outlive you. It usually begins with a worry:
“Will my family fall into dispute over my estate?”
Ensure enduring family harmony with comprehensive
"Will long-term care burn through my life’s savings?"
Get the care you deserve while shielding your savings with
“What if I become incapacitated – who will make decisions?”
Put loved ones in charge of your health with a
“Will the IRS tax away a big chunk of my estate?”
Keep more of what’s yours in family hands with
“Will my family fall into dispute over my estate?”
Ensure enduring family harmony with comprehensive
"Will long-term care burn through my life’s savings?"
Get the care you deserve while shielding your savings with
“What if I become incapacitated – who will make decisions?”
Put loved ones in charge of your health with a
“Will the IRS tax away a big chunk of my estate?”
Keep more of what’s yours in family hands with
The answers to
such questions are
The answers to such questions are
Inherently Personal™
Your life and legacy are not just a matter of law. They entail numerous critical decisions you make about your finances, your family, your wishes, and more.
We understand what this process, and the people involved, mean to you. Through it all, we serve as your attentive advisors, skilled guides, and family’s friend. Then, to give it legal force, we act as your attorneys.
Every asset. Every loved one.
Every asset.
Every loved one.
Every law. Every angle.
Every law.
Every angle.
We are the trusts-and-estates law firm that’s with you today, tomorrow, and for your future generations.
Estate Planning
CHARITABLE
PLANNING
Advanced Tax
Planning
Will
And Trusts
Business Succcession
Planning
ELDER LAW / MEDICAID
PLANNING
PROBATE AND
ADMINISTRATION OF ESTATES
POWER OF
ATTORNEY
INCOME TAX
STRATEGIES
BUSINESS AGREEMENTS
AND BUY-SELLS
Keep your Halachic Health
Care Proxy close.
Keep your Halachic Health Care Proxy close.
Got a Halachic Health Care Proxy? Our card copy fits in your wallet. It can be invaluable to have this on your person in an emergency.
May you never need it. But it’s good to have.
Got a Halachic Health Care Proxy?
Our card copy fits in your wallet.
It can be invaluable to have this on your person in an emergency.
May you never need it.
But it’s good to have.
Complete this form once per individual. To order cards for yourself and your spouse, upload and submit each proxy on a separate form.
Note: Doctor information is optional, but can be helpful in the event of an emergency.
Disclaimer: Submission of Health Care Proxy does not create or imply an attorney-client relationship. By submitting, you allow us to share your Health Care Proxy with your agents or any medical providers, including emergency responders.
From Our Blog
The Role of a Power of Attorney in Your Future
The Hidden Cost of Procrastinating on Your Estate Plan
Why Estate Planning Is More Than Just a Will
The Overlooked Key to Estate Planning: Listening First
We take your questions personally and in-person.
Come meet the estate attorneys who listen like you’ve never heard before. Or connect with us by phone and email using the following form.