Asset Sheltering

Our team at Dowley & Mulvena is extremely knowledgeable when it comes to the tax implications of estate planning. We work with our clients to review the  consequences that federal and state estate taxes may have and help you devise plans that minimize these losses.

We have extensive knowledge of the Medicaid regulations, and work with individuals and their families to structure their estate plans to maximize Medicaid eligibility and plan for long-term care needs, while taking care to preserve assets.