Our approach is a holistic process to develop extended relationships with our clients. Our process is not just a set of documents.
Each estate plan is strategic and tailored to meet your personal needs. The objective is for you to decide on the choices privately with your family and not by the courts. Your wishes are clearly documented to retain control of your assets and medical decisions if you become incapacitated, minimize tax liability and decides what happens upon your death.
It is easier to put a estate plan in place now, can be adjusted later as circumstances change, and done correctly provides peace of mind to you and your family.
Estate and Trust Administration
Changes in the estate and gift tax laws can affect your distribution goals as well as changes in your family needs. Your estate plan should be updated to reflect these changes.
At your death, we guide the appointed executor or trustee through the legal duties, tax requirements, filings, and the personal considerations involved. Our focus is keep the process on track, as there are many critical dates for filings, and provide the responsible representative with the assurance of confidence to execute the duties in often difficult situations.
We provide trustee compliance services for those clients that select the irrevocable trust to produce a beneficial tax result. There are complex notice filings to beneficiaries and management of the irrevocable trust to ensure its legality.
Business Succession Planning
The Small Business Administration indicates that 70 percent of small family-owned and closely-held business have no formal documented succession plan. You have invested countless hours planning and growing a strong business. On the other hand, you may have not taken the key steps to ensure its continuity in the event of your disability, retirement, or untimely death.
Business success planning is a process. The planning process should be started and completed long before it is needed. The output is a documented strategic plan that facilitates the smooth transition of the business once you exit the company. There is a need to update the plan as regulatory, business, and/or personal changes can not meet the original goals.
We facilitate the navigation through the difficult and complex business succession planning considering uncertain future circumstances, changing regulatory environment, family dynamics, and health status of individuals. Our “blueprint” breaks down the complex planning process into manageable and easily understood steps. The final document represent a robust plan that provides for business sustainability and wealth preservation.
Choosing a business structure is just one of the steps needed when creating a new business. The business formation process is to make decisions that minimize your personal liability and maximize the financial health of your company. The strategic strategy also includes an exit strategy.
The initial planning stage in starting a business is critical and will help you set up your business for sustainable growth and success. We develop a strategy that incorporates your business goals and protects your assets. The business formation process includes the entity selection, tax implications, preparation of documents, real estate transactions, governmental compliance.
The materials contained on this website are intended to provide general information only. These materials do not constitute and should not be treated as legal advice. You are welcome to contact us through this website, by phone, email, letter or otherwise. However, no information you provide shall be deemed to be confidential unless and until we formally establish an attorney-client relationship. Any information provided through this website could be intercepted by third parties and we disclaim any responsibility for the consequences of any interception.