ESTATE PLANNING

Estate planning is all about flexibility and control.

By taking the appropriate steps now, we can help avoid unforeseen negative effects in the future. Whether you are first striking out on your own, or you have an established family of four generations, we can help develop a plan for the future. We will work with you to identify your wishes and goals, then craft a plan specific to your circumstances to meet your needs.

Our Estate Planning focus:

• Digital Asset Protection

• Family Partnerships

• Conservatorships

• Guardianships

• Living Wills

• Wills

• Foreign Trusts

• Powers of Attorney

• Special Needs Trusts

• Unitrust Conversions

• Living/Inter Vivos Trusts

• Charitable Remainder Trusts

PROBATE ADMINISTRATION

Often, in the wake of a recent death, the timing for probate couldn’t be worse.

Probate is a court supervised transfer of assets from one who has passed away to their heirs or beneficiaries. If you are navigating the process alone, it can be confusing and stressful. We can help lessen the frustrations associated with probate by filing the required petition(s), making court appearances, marshaling assets, making distributions from the estate, as well as answering any of your questions along the way.

Probate Administration Focus:

• Probate matters

• Trust administration

• Post-death administration

BUSINESS ADVISING

The life of a business is like the life of a child, it grows faster than you thought it would.

You pour everything you have into it and hope that it flourishes. Along the way, there are often a string of successes, but also perhaps the occasional misstep or unforeseen crisis. Whether you want to lay the appropriate ground work for launching a new business, you want to transition or take your business in a new direction, or you need advice on tackling a problem you are currently facing, we can help you through it.

Business Advising Focus:

• Buy/Sell Agreements

• Contract/Lease Negotiation

• Creditors' Rights and Insolvency

• Dissolution of Business

• Limited Liability Companies (LLCs)

• C and S Corporations

• Professional Corporations

• Articles of Incorporation

• Joint Ventures

• Partnerships