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Estate Planning

Avoid the probate court, protect & grow what you have. Give what you have to whom you want, how you want, during your life and after death. A good, basic plan typically includes:

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  • Living Trust

  • Will

  • Power of Attorney for Finance

  • Power of Attorney for Healthcare

  • Guardianship Provisions for Children

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You have unlimited access to an attorney throughout the planning process and we work closely with your tax and wealth advisors to ensure synergy.

Business Formation

Treat your business like a business by separating it from your personal life. Forming an LLC, S-Corp, or Professional Corp can shield you from risk, protect your personal info, and unlock favorable tax treatment.

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  • Business Formation Documents

  • EIN and Business Bank Account

  • Operating Agreements / Bylaws / Buy-Sell Agreements

  • Coordination with Your Accountant and Financial Planner

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Your business should be contemplated in your estate planning. We will work with your current planner, or offer you a discount on combined services with our firm.

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