Estate Planning, Wills, Probate, Elder Law, Special Needs Trusts & Asset Protection
The Levin Law Firm limits its practice to trust and estate planning for individuals, business owners and corporate employees, with a concentration on elder care law, tax planning, and probate matters.
We take a team approach to financial, estate, and retirement planning and work very closely with investment, insurance, tax and legal advisors in the community.
At The Levin Law Firm, we take data and information and convert them into knowledge and wisdom.
We grow our practice by your referrals to clients who need our legal assistance in identifying their concerns and goals, and develop and implement plans uniquely designed to achieve our client’s estate, business, and retirement distribution objectives.
At The Levin Law Firm, we treat each client with compassion, empathy, and respect. We believe that matters impacting your estate plan, business succession concerns, and retirement distribution goals is a process, rather than a one time event. We maintain regular contact with our clients through our firm newsletter entitled, Estate Planning Matters, detailing relevant planning issues, along with Wealth Advisor Bulletins, for Professional Advisors, dealing with current issues impacting their practice.
We make every effort to treat each client as if that person is our only client and have built our practice through referrals from satisfied clients and other professional advisors. Please contact The Levin Law Firm whenever we can be of assistance in helping you to see and solve your estate planning, business succession, and retirement planning concerns.
Our primary mission is to create a proper and flexible plan, allowing your clients to leave a lasting and meaningful legacy to their family and selected charities.
Only after we get to know your client’s personal, family, business, financial, and disposition concerns for the distribution of their property, can we create the appropriate legal documents designed to accomplish your clients’ unique goals and objectives.
– Philip Levin, Esquire
