Legal Services
Estate Planning
Estate planning is NOT just for the wealthy, it is for everyone!
Estate planning is about caring for and protecting your family.
It involves analyzing personal and financial decisions and creating legal arrangements to carry them out.
Some of the documents of estate planning are: Wills, trusts, powers of attorney, insurance policies, beneficiary designation, and more.
Business
Starting a business is scary and entrepreneurship is not easy.
Let us be your guide and help you achieve your goals; we will worry about the legal and/or financial planning, so you can focus on running your business.
Our services include:
- Business Consulting
- Business Formation
- Contract Drafting and Review
- Financial planning and investments
Probate Administration
Probate Admin.
Losing a loved one is overwhelming, and having to deal with the legal administration is stressful.
We assist clients in navigating the complex probate process and ensure that their loved one’s estates are properly administered.
Estate Planning Basics
We educate and guide clients through the estate planning process, including the creation of wills, trusts, powers of attorney, and healthcare directives.
Business Succession Planning
We assist business owners with succession planning, ensuring that their businesses can continue to thrive even after they retire or pass away.
Estate Planning for Blended Families
We help clients in blended families navigate the complexities of estate planning, including the protection of assets and the distribution of property.
Estate Planning for High Net Worth Individuals
We provide sophisticated estate planning solutions for high net worth individuals, including the use of trusts, family limited partnerships, and charitable giving.
Estate Planning for Digital Assets
We help clients protect their digital assets, including social media accounts, cryptocurrency, and other online property, through estate planning.
Asset Protection
We help clients protect their assets from creditors, lawsuits, and other potential threats, so they can have peace of mind.
We assist business owners with succession planning, ensuring that their businesses can continue to thrive even after they retire or pass away.
Generational Wealth REQUIRES Estate Planning!
Our Estate Planning Process
1. Initial Discovery or Consultation ✔
