Business Formation
Good business formation planning requires a thorough knowledge of the variety of business entities available and the characteristics of each business entry. Each business entity has its own tax, liability and ownership consequences. A good business plan addresses the eventual sale, liquidation or succession plan for business
Asset Protection
Due to the high rate of divorce and the risk of lawsuits in today’s society, legitimate asset protection plans have become increasingly important in protecting one’s assets. Asset protection consists of business planning and estate planning techniques that preserve and protect wealth.
Estate and Trust Administration
What are your rights as a surviving spouse, surviving child, or beneficiary of an estate or trust? What are your obligations as a Personal Representative (Executor) of an estate or as a Trustee of a trust? Our experienced attorneys can provide answers to assist you in protecting your rights.
Estate Planning
An estate plan can range from a simple last will and testament to a more complex trust or family limited liability company. The determination of the correct beneficiary designations for life insurance and retirement accounts are an extremely important aspect of estate planning which is often overlooked. If a family business is involved, the estate plan should be coordinated with the business succession plan.
Other services
Life insurance and retirement account beneficiary designation
Advance Directives for Health Care and proxy designations
Charitable and nonprofit organizations
Prenuptial agreements
Probate disputes
Trust reformation and termination
Contract drafting and review
Residential and commercial leases
Employment agreement drafting and review
Power of Attorney
A power of attorney is like a will or life insurance. When you need it, it is usually too late to obtain it. Just because someone is your spouse or parent does not give you a legal right to handle their affairs. We want to be able to handle the financial and business affairs of our spouse or our parents if we need to. We want access to the health records of our loved ones if they become incapacitated. Powers of attorney are inexpensive and easy to obtain and one of the best investments you and your family can make.