Retirement Planning
IRA Rollovers
401(k) & 403(b) Rollovers
Tax Return Preparation •

Estate Planning
Asset Protection
Revocable Living Trusts †
Special Needs Trusts †
IRA Distribution Trusts †
Family LLCs º
Lady Bird Deeds †
Durable Powers of Attorney †
Health Care Powers of Attorney †
Nursing Home Protection & Medicaid Planning ‡


Steven Yager - Director
• Alan Levenson C.P.A.
† Gerald M. Morello, Jr., J.D., M.B.A.
º Morello Law Group, P.C.
‡ George S. Fekaris, B.A., J.D.