Have you secured your legacy?
Without a plan, the state decides who inherits your assets — not you. And if you become unable to manage your affairs, who will step in?

Through thoughtful Estate Planning, we help you make these critical decisions now and put them in writing, ensuring your wishes are honored.

Do you have someone in your life with a disability that you want to provide for? Special Needs Planning encompasses all the factors needed to secure the future care of a special loved one. We will help you with decision making about future care and benefits.

Whether you’re starting, buying, selling, or planning for a future transition, we help you protect your assets and ensure your business continues according to your goals — now and for the next generation.

If you want to reduce transfer taxes and preserve more of your wealth for future generations, we can help. We work with you to identify advanced strategies that maximize the assets you pass to your children or other designated beneficiaries.

Our team will thoroughly review your retirement benefits, develop strategies to help you get the most out of your nest egg, and prepare estate and gift tax returns. We also assist with resolving audits related to these returns. In addition, we provide guidance on income tax planning for individuals and businesses, charitable giving strategies, retirement account planning, and capital gains tax mitigation — helping you protect your wealth during your lifetime and beyond.

This specialized area of law covers traditional estate planning and trust administration — including drafting wills and trusts, advising on tax matters, and planning for government benefits like Medicaid, Medicare, and Veteran’s benefits. We place particular emphasis on long-term care planning, helping clients navigate government programs while also identifying and advocating for housing, social, and financial needs.

The DiGiorgio Law Firm helps seniors with chronic health needs and individuals with disabilities qualify and apply for Medicaid benefits. Because Medicaid is a needs-based program with strict and frequently changing income and asset rules, we guide clients through the current requirements and develop personalized plans to help them or their loved ones apply for benefits — whether at home or in a nursing facility.

Were you named Executor, Administrator, or Beneficiary of a Will? We offer clear guidance on administering assets through wills, handling estates without wills, managing trusts, and navigating related tax matters.