Daphne Moritz

I joined Sheehey Furlong and Behm in 2016. I practice in all areas of estate planning and administration, and focus my practice on asset protection planning, addressing elders’ concerns, and helping families with family members who have special needs. I work with entrepreneurs to form their companies, and with small business owners and farmers in their succession planning. I am dedicated to helping clients protect their assets, address health care needs, maintain their independence and reduce their taxes. My mission is that anyone can attain an estate plan that is unique to their needs and which considers their financial wealth as well as their invaluable intangible wealth.