Drawing on our wealth management and elder law expertise, we can advise you on even the most complicated issues regarding effectively distributing your retirement assets.   

Disabled Children

For disabled children, long term care planning is an important part of your wealth management plan and we design strategies to help with your child’s long term financial and health needs. 

Real Estate Purchases and Sales

Connelly Law’s total wealth management plan often include real estate.  With an experienced real estate broker on staff we regularly arrange for purchasing, selling, mortgaging or refinancing of homes, condominiums and business properties.  We also assist with intra-family transfers, co-ownership agreements, trust and inheritance planning for real estate.   To see more about our real estate services, click here.

Asset Protection

Asset protection is a strategic process involving multi-level planning. The importance of integrating asset protection as part of your overall wealth management plan to protect and preserve your assets cannot be overstated. 

By itself, even the most sophisticated plan may not protect your wealth against the many unforeseen events and economic threats that exist today, such as the high cost of long term care.

Our approach of integrating estate plans with asset protection strategies helps our clients recognize the potential exposures they and their beneficiaries may have and the role that effective advance planning plays in reducing or eliminating these threats. We ask, listen and deliver solutions that ensure your financial goals are realized, and your assets are protected.

Other Fiduciary Services We Provide