Long-term relationships to help you with asset protection and estate planning
In accordance with our desire to be a part of the “team” for our clients and establish long-term relationships, we provide consultation, documentation, and administration for both asset protection and estate planning. Providing protection for your personal and business assets together with disposition of the same is critical. Our attorneys can provide you with the advice and documentation you need for peace of mind and to focus on enjoying your successes.
Trustworthy and Familiar
We know that you are entrusting us with helping you decide how to best administer your business and personal wealth. We make sure to get to know you and your business so that we can provide meaningful advice and options in this very complicated area. Often, our planning clients are often clients with whom we have worked real estate and business matters. Our familiarity with their business and personal matters helps us to craft unique and appropriate plans to achieve their objectives. Even if you are not a current client, we are committed to learning your needs and crafting the right plans for you.
Here for You
We can assist you with business buy-sell agreements, business succession planning and documents, creditor protection strategies and tax planning. In addition, we can provide all documentation relating to estate planning including revocable and irrevocable trusts, wills, powers of attorney, charitable planning, and non-probate transfers. We can also provide estate administration, probate, and conservator/guardianship representation.