At Alperin Law & Wealth, our legal services form the cornerstone of your integrated legal, tax, wealth, and care planning. Because your life, family, and finances are all connected, we understand that legal planning isn't just about documents—it's about protecting what matters most to you and your loved ones while reducing unnecessary taxes, simplifying decisions, and making sure your plan actually works in real life.
Who We Primarily Serve
We primarily work with:
- Families and individuals who have built meaningful wealth and want to reduce taxes, protect a spouse and children, and avoid leaving a mess behind.
- Business owners and professionals whose business, real estate, and personal finances are closely intertwined.
- Adults helping aging parents or loved ones navigate long-term care, benefits, and complex family dynamics.
If you see yourself in one of these groups, you’re exactly who our integrated approach is designed for.
The Evolution of Excellence: How Our Legal Practice Grew to Serve Your Complete Needs
Our firm began decades ago as a focused real estate and land use planning and zoning practice, but has evolved over the years into something much more valuable—a legal service that adapts to your life's changing needs. This natural evolution happened because we listened to our clients.
When our real estate clients needed business entity formation and succession planning, we developed those legal skills. When those same business owners required estate planning for their growing wealth, we expanded our services again. As their parents aged and required elder law guidance, we also added those capabilities.
This organic growth pattern taught us something important: your legal needs don't exist in isolation. Your estate plan affects tax and investment strategies. Your business structure influences your tax planning and wealth management. Your elder law needs connect to your family's financial future. That's why our legal services are designed to work seamlessly with our tax, wealth, and elder care coordination offerings.
