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Biographical Information

I am Bill Massarweh and I thank you for taking time out of your busy day to visit my website. This is a work in progress, much like life itself is a work in progress. Please forward to me any comments, criticisms, or suggestions by clicking here.

I did not start out to become an Investment Advisor and Real Estate Broker along with being an Estate Planning Attorney. Yet, over the years my clients would come in with their real estate problems and their anxiety over the handling of their investment portfolio and, because we have developed a high degree of trust, would inquire if I could handle those aspects of their financial lives. While it is highly unusual to have an attorney who is also licensed as an investment advisor and Real Estate Broker, I have found that over the years the end result is that you, the client, receive the highest degree of accountability, service, and un-biased advice when your advisor wears many hats, like I do. Let me explain.

A lot has happened to our world and much of it has created an ever insurmountable wall between you and the financial institutions holding your money. With the advent of the phone menu system, I have found that many people today simply cannot get someone on the other end who can actually help them. Companies today are finding newer ingenious ways to keep you from actually reaching a live person, and if you should succeed, that person has no power or ability to help you immediately, for the most part.

As an estate attorney who has handled the estates of over a thousand families, from inception to the grave, I have successfully, and quickly, solved problems with financial institutions that a layperson would have great difficulty with. Either when creating an estate plan and wanting to fund your assets into say a living trust, or when someone has died and the assets now need to be re-titled in someone else's name, companies today will bury consumers with paperwork, that sometimes makes no sense at all.

The fact of the matter is that for all of us, young and old alike, whatever size estate we have, our lives are in a constant state of "transition." Our assets are either growing or declining. The people in our lives are either in favor or in the dog house. The issues surrounding our working years, retirement years, and inheritance goals are being influenced either gradually over time, or suddenly from specific events. There is a growing need today for every American to build a long lasting relationship with someone who can help them with all their legal issues, investments, real estate, and certainly with their tax issues.

I am proud to say that I have provided my clients the best advice that any professional could possibly give, in part because the analysis of any problem, and the subsequent solution, is derived after an exhaustive consideration of the client's legal, tax, financial, charitable, and people issues, as they exist in conjunction with each other at that particular moment time in the client's life. These days, the issues seem to be changing more often, and with more gravity, given the nature of the world we live in today.









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