Secure Your Future

Estate Planning

With proper planning, you can reduce taxes and eliminate probate concerns while maximizing the value of your personal estate. Importantly, many people believe Estate Planning is only for the rich. Nothing could be further from the truth. Do you want your children to inherit your assets when they turn 18? Have you appointed someone to care for your children if you prematurely pass away or become incapacitate? Your final arrangements, financial and practical, are also often part of an estate plan. Don’t leave your heirs with a new project at a difficult time. Seek our counsel for:

  • Estate Planning
  • Wills
  • Trusts
  • Living Trusts
  • Durable Power of Attorney
  • Health Care Power of Attorney
  • Living Wills
  • Estate Taxes
  • Guardians
  • Conservators
  • Probate
  • Trust Administration
  • Estate Administration
  • Medicaid Planning
  • Children with Special Needs
  • Cottage Trusts
  • Irrevocable Trusts
  • Family Limited Partnerships and LLCs

Family Succession Planning

Statistics show less than 23% of family owned business survive to be run by the second generation, and less than 10% will be run by the third generation. Family Succession Planning addresses the organizational, operational and financial implications of taking business ownership to a new generation of family members. Key factor to address include:

  • Management Succession
  • Ownership Succession
  • Governance Transition
  • Transferring a business to children or heirs
  • Kids taking over the business