With more than 25 years of experience helping individuals and families secure their futures and protect their assets, Dana Perry approaches estate planning, elder law, and special needs cases with the expertise and compassion clients deserve. Her hands-on approach ensures clients understand their options and know how to successfully navigate the complex landscape of multi-generational estate and tax planning, long-term care planning, Medicaid rules and regulations, supplemental needs trusts, and more. Through creative planning and full-scale needs analysis, Dana works with clients to craft a holistic plan that will best minimize future expenses and maximize their family’s protection.
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