Estate Planning

 Who will take care of you and manage your finances when you are sick or unable to take care of yourself?

Special Needs Planning

Our services encompass holistic estate planning needs of an individual with a disability.

Business Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

Tax Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

Business Planning

Our Department works to develop a plan to minimize transfer taxes during and after a client's lifetime

 
The Business Owner Planning (Business Succession Planning) Department works to develop a plan with business owners to ensure a smooth transition and continuation of a company upon the death, disability, retirement or sale of a business owner's company. With a focus on asset protection and business preservation, our Business Succession Planning services include: 
 

Business Planning

 

1.  Selection and Formation of the most Suitable Entity for your Business:
If you require assistance in selecting or forming a business entity that best suits your needs, whether that entity be a Corporation, Partnership, or Limited Liability Company, we can advise you and provide the services necessary to form the appropriate entity for your business.
 
 
2.  Drafting and Structuring an Operating/Partnership/Shareholders Agreement tailored to your Business:
If your business needs an Operating, Partnership or Shareholders Agreement that is tailored to meet the specific needs of your business, then we can work with you to develop, draft, and execute the appropriate agreement to suit the needs of your business.
 
 
3. Drafting and Negotiating Buy-Sell Agreements:
If your business needs a buy-sell agreement to set forth the procedures upon the death, disability, or retirement of an owner, in order to provide for a smooth transition of the business in all phases to the remaining or new owner(s), than we can counsel, negotiate, and draft a buy-sell agreement that meets your business' needs.
 
 
4. Advice and Consultation on your Business' Existing Structure and Plan:

Do you own a business and have already formed an entity, or executed an operating agreement or buy-sell agreement, but you are not sure whether the plan that you put in action is appropriate for your business' needs? If so, we can review and consult with you regarding your plan, and change the existing plan to meet the needs of your business if necessary. If you are a Business Owner and you have questions regarding your business, call us to schedule an appointment to get the answers you need.