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March 13, 2017

PK Law Attorney David Pessin Offers Guidance on Protecting Your Wealth For Those Considering Retirement

Romantic Mature Couple Holding Hands Enjoying at Sunset on the Beach

David N. Pessin, of Pessin Katz Law, P.A. (PK Law) recently wrote an article, “Protect Your Wealth,” for the 2017 Guide Retire Now America.  In the article David explains the importance of protecting the wealth, you have spent so many years acquiring, from such things as:  state and federal estate taxes; family fights; probate; long-term care; divorce; lawsuits for personal liability; improper management of assets in the event of incapacity; and incorrect titling of assets and beneficiary designations.  He then goes through the multi-tiered process of planning, basic planning, more complex planning and asset protection.  To access the full article click here.

David is the Co-Founding Member of Pessin Katz Law, P.A. (PK Law) and has been practicing law for over 35 years.

David began his legal career in estate and business planning and during his decades of practice in those fields has assisted clients and their families from all walks of life – not only the fortunate who have substantial wealth, but also those of more modest wealth who also deserve protection – preserve and maintain their personal and business assets from erosion.  David understands the importance of personal meetings with his clients and spends time with each of his clients asking questions and listening to answers.  David then applies his knowledge in the use of wills, powers of attorney, healthcare directives, various types of trusts, prenuptial agreements, postnuptial agreements, estate and gift tax planning strategies, guardianships and Medicaid qualification to meet his clients’ wealth preservation needs. “Wealth Preservation” to David is the integration of a clients’ estate planning; protection of assets including life savings, retirement, real estate and intellectual property; and business planning. David can be reached at 410-339-6762 or dpessin@pklaw.com.