Services

Estate Planning

  • Will based planning

  • Trust based planning

  • Pet Trusts

  • Guardianship planning

  • Financial Power of Attorney

  • Living Will & Healthcare Power of Attorney

Our goal is to make estate planning easy and accessible for all individual and families. While planning for dealth or incapacity can feel very overwhelming, we are here to help you understand and make the best choices for you and your family. We will help you decide what type of estate plan makes the most sense for your needs and wishes at this time in your life, and advise you on what you might want to think about should your circumstances change in the future. Our individualized approach is designed to enable clients to feel emplowered in their estate planning choices, assisting them with implementing their personal plans and preparing the best options that match those plans including wills, different types of trust agreements, powers of attorney, guardianships and other planning documents.

Business Formation & Sucession Planning

  • Entity selection & business formation

  • Operating agreements

  • Buy-Sell agreements

  • Commercial leases

  • Equity & asset purchase agreements

Forming a new business can feel daunting, but we are here to guide you through the process and establisht the best legal entity for your needs. We can help you draft operating agreements, lease agreements, set up payroll and meet all state and federal reporting requirements. Enabling you to focus on your passion rather than the legal complexities.

Building a business is a significant personal and financial accomplishment, and we are here to help you preserve that success.  Sucession planning helps you layout plans and goals for your business in the long-term and establish how you want to transfer your business when the time is right.

Employment Law

  • Employment agreements

  • Employee handbooks

  • Compensation agreements

  • Payroll setup and benefit management

Your employees can be your most important asset and by creating a culture of communciation and mutual respect you are not only strengthening your business but also protecting your self from potentional legal issues in the future. While hiring employees can bring a variety of complixities to your business, we can assist you to ensure you are following all state and federal employment laws, drafting employment contracts, employee handbooks, and managing payroll and payroll taxes, and other human resource needs.

Tax Planning & Charitable Giving

  • Retirement Trust

  • S-Corp Elections

  • Life Insurance Trust

  • Charitable Remainder Trust

We understand the complex laws surrounding the the taxation of estates and businesses.  We will help you plan gifts to your loved ones and the distribution of your estate to minimize gift, estate, and generation-skipping taxes.  If you have retirement benefits, we can provide advice on how to integrate those benefits into your estate plan while limiting your tax liabilities. We can also help you set up your small business to maximize your deductions and payroll taxes.

The majority of us donate to charities every year, and we can help you design a charitable giving strategy that maximizes your tax benefits, meets your giving goals and integrates with your estate plans.