Customized plans to fit your needs
Get a closer look at the services we’re dedicated to providing for clients like you.
Estate planning
Estate organization is more than just writing a will; it's about creating a comprehensive strategy to protect your assets and help ensure your wishes are honored.
At Affinity Legal, we understand that this process can feel overwhelming, but our experienced team is here to guide you every step of the way. We’ll help you define your objectives—whether it’s protecting your family’s financial future, minimizing taxes, or ensuring your healthcare preferences are respected.
With our personalized approach, you can know that your loved ones and assets are well-protected.
SERVICES INCLUDE
- Wills and Trusts
We’ll help you create legally binding documents that articulate your wishes regarding asset distribution, guardianship, and more. - Powers of Attorney
Designate someone to make decisions on your behalf if you cannot. - Healthcare Directives
Help ensure your medical preferences are clearly stated and legally binding. - Tax Considerations
Explore strategies to minimize tax implications on your estate.
Medicaid strategies
Preparation for long-term care is essential, and Medicaid can be a crucial resource for many individuals.
At Affinity Legal, we specialize in Medicaid services, helping you understand the eligibility requirements and navigate the application process. We aim to protect your assets while ensuring you receive the necessary care.
With our expertise, you can feel confident in your Medicaid services and get the care you need without depleting your assets.
SERVICES INCLUDE
- Eligibility Assessment
We evaluate your current financial situation to determine eligibility for Medicaid benefits. - Asset Protection Strategies
We develop a personalized approach to protecting your assets while meeting Medicaid requirements. - Application Assistance
Our team will guide you through the application process and ensure you submit all necessary documentation correctly. - Ongoing Support
We provide continued assistance to help you navigate any changes in your situation or regulations.
Special needs strategies
Planning for a loved one with special needs requires careful legal and financial strategy to ensure long-term stability and quality of life.
At Affinity Legal, we offer comprehensive special needs planning services that prioritize both present care and future security. Whether you are setting up a trust or navigating benefits eligibility, we help create a plan tailored to your family’s unique circumstances.
Our goal is to safeguard your loved one’s access to essential public benefits while enhancing their quality of life with supplemental support.
SERVICES INCLUDE
- Special Needs Trusts
We help you establish and manage First-Party, Third-Party, or Pooled Trusts to protect assets without jeopardizing benefits - Public Benefits Guidance
We provide advice on how to maintain eligibility for SSI, Medicaid, and other critical government programs. - Guardianship & Alternatives
We assist with guardianship proceedings or recommend less restrictive alternatives when appropriate. - Care Plan Coordination
We collaborate with care providers, financial planners, and family members to align legal planning with care goals.
Business succession planning
Securing the future of your business means planning for a smooth transition—whether you're retiring, selling, or passing it on to the next generation.
At Affinity Legal, we specialize in business succession planning to help preserve the value of your company and ensure continuity. We work closely with business owners to develop tailored strategies that reflect your goals and protect your legacy.
With our guidance, you can feel confident that your business will continue to thrive with minimal disruption and in capable hands.
SERVICES INCLUDE
- Succession Strategy Development
We help you create a clear, customized plan for transferring ownership and leadership based on your long-term objectives. - Buy-Sell Agreements
We draft and review agreements to define what happens to business interests upon retirement, disability, or death. - Family Business Transition
We offer strategic advice to ensure a smooth handoff to the next generation, minimizing conflict and tax exposure. - Business Valuation Support
We work with valuation professionals to ensure your business is accurately assessed for planning or sale.
Tax strategies
Effective tax minimization planning is essential for preserving wealth and achieving your financial goals, both now and in the future.
At Affinity Legal, we provide strategic tax minimization services designed to reduce your tax burden while staying compliant with all applicable laws. Our proactive approach identifies opportunities for savings through smart structuring and forward-thinking planning.
Whether you're an individual, family, or business owner, we help you keep more of what you’ve earned through thoughtful, legally sound strategies.
SERVICES INCLUDE
- Income Tax Planning
We develop personalized strategies to lower your annual income tax liability through deductions, credits, and timing tactics. - Estate & Gift Tax Strategies
We help you minimize estate and gift taxes through tools like trusts, lifetime giving plans, and valuation discounts. - Business Tax Optimization
We advise on entity structure, compensation models, and expense planning to reduce business tax obligations. - Capital Gains Planning
We assist in structuring investments and transactions to manage and defer capital gains taxes efficiently.
Elder law
As we age, legal planning becomes increasingly important to protect assets, secure healthcare, and maintain quality of life.
At Affinity Legal, our elder law services are designed to support seniors and their families with compassionate, comprehensive guidance. We help you navigate complex legal, financial, and healthcare decisions with a focus on dignity and long-term security.
Our goal is to ensure your wishes are honored and that you or your loved ones are prepared for every stage of life.
SERVICES INCLUDE
- Long-Term Care Planning
We help you prepare for the costs of long-term care while protecting assets and preserving eligibility for benefits. - Guardianship & Conservatorship
We assist in establishing legal authority to make decisions for a loved one who can no longer do so independently. - Healthcare & Financial Powers of Attorney
We draft and implement essential documents to ensure your trusted agents can act on your behalf when needed. - Advanced Directives & Living Wills
We help you clearly outline your medical care preferences to guide your loved ones and healthcare providers.
Protect your legacy with tailored guidance
Meet with a team member to discuss your needs and get the guidance you deserve.
Protect your legacy with tailored legal guidance
Meet with a team member to discuss your needs and get the legal guidance you deserve.
