A personal message
from Charles

 

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Hello, and welcome to our website.  We are so glad that you are taking the time to learn more about how we can help you protect yourself and your loved ones. We are not a typical estate planning law firm.  Unlike most estate planning law firms, we do not offer documents.  We offer you and your family a lifetime relationship with a trusted advisor.  The legal documents are merely a tool to help you accomplish your goals.

Please make sure to take advantage of a free subscription to our newsletter.  Also, please order a free booklet on the issues that are of interest to you.

Life Planning
While most estate planning law firms focus on death, we focus on helping you enjoy a vibrant life and a secure retirement.  We believe that every individual, whether young or old, should employ the fundamental legal strategies to protect themselves, their families, and their assets should they become disabled or require long term health care.   There is a tremendous amount of misinformation about long term care health planning.  The passage of the new law makes it critical for every one to plan in advance.  Life Planning is the cornerstone of a vibrant retirement and an effective estate plan.

Estate Planning & Wealth Management
Estate Planning is one very important piece of your entire financial picture.  However, most attorneys simply draft documents and do not have the expertise to coordinate your estate planning with the other areas of your financial picture.  An "estate plan" is more than just a document with instructions in “legalese,” telling the government what should happen to your property after your death.   It is something that impacts all areas of your life.  You may not know or even be able to imagine all that we can guide you through or accomplish through planning together.

By combining your family's legal, financial, and tax matters into a comprehensive Estate & Wealth Management plan, The Law Office of Charles Rosselli can:

  • Increase your control over your affairs
  • Ensure that you enjoy a vibrant retirement
  • Develop strategies to receive care at home if long term health care is needed
  • Keep your affairs free from the costs and delay of probate
  • Assure the protection of your assets from the government
  • Enable you to pass your values, responsibility and work ethic to your loved ones
  • Substantially reduce gift, estate, and income taxes
Peace of Mind - Trusted Advisors for Life
We help our clients work toward financial security with a personalized approach to wealth planning, accumulation and preservation. Our goal is to ensure that our clients enjoy a vibrant retirement and preserve their wealth for their children and grandchildren, making the Law Office of Charles Rosselli the “Trusted Advisors for Life” for their clients.

The Law Office of Charles Rosselli can help you order your affairs in a way that is personally satisfying and meets your unique objectives — all while accomplishing substantial savings for your family in the long run.

By working with attorney Charles Rosselli, you will gain peace of mind as we guide you to making the very best legal and financial decisions –- both now and throughout your lifetime.  And your loved ones will have a trusted advisor that they can turn to when you are gone.

We take joy in serving the needs of our clients and look forward to speaking with you about how we may be able to assist you and your family.

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