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Our services solve specific problems or opportunities that our clients face.

Estate Planning

1 / What it is

Your wishes on paper. Avoid probate and give what you have to whom you want, when you want, how you want, during life and after death.

2 / What you get

- Unlimited 1x1 time with an attorney for plan development

- Trust

- Will

- Powers of Attorney for Finance and Health Care

- Coordination with Accountant and Financial Planner

3 / Problems it solves

- Avoiding Probate Saves Money, Time, Reputation

- Having a Plan Leaves Less Impact on Loved Ones

Decide Who is in Charge of What Gives Peace of Mind

- Minimize State's Involvement in your Personal Life

4 / Resources

- Here is a guide to estate planning without an attorney

- Here is an article about choosing an EP attorney

- Here is a probate calculator

- Here is an article about "what happens to my stuff if I die?"

- Here is an article about estate planning with animals and pets

-Here is an article about estate for gun owners

- Here is an article about asset protection

- Here is our article about probate and how to avoid it

1 / What it is

LLC, S-Corp, Professional Corp, Limited Partnership

2 / What you get

- Unlimited 1x1 time with an attorney for plan development

- Business Formation Documents

- Employer Identification Number and Business Bank Account

- Operating Agreements / Bylaws / Buy-Sell Agreements

- Coordination with Your Accountant and Financial Planner

- Coordination with Your Existing Estate Planner, or Discount on Combined Services with Our Firm

3 / Problems it solves

- Save Money by Limiting your Personal Liability

- Save Time by Avoiding Disputes and Management Issues

- Take Advantage of Favorable Tax Treatment

- Become a W-2 Employee of Your Business

4 / Resources

- Here is our Playbook for Investment Property Owners

- Here is an Article about Choosing Insurance Agents

- Here is an Article about Common Mistakes to Avoid in Businesses with Multiple Owners

- Here is an Article about the Tax Benefits of S Corp

- Here is an Article about why Doctors Should Incorporate

Business Formation

Property Planning

1 / What it is

1031 Exchange, Delaware Statutory Trust, Installment Sale, Asset Protection Strategies

2 / What you get

- Unlimited 1x1 time with an attorney for plan development

- Property Valuation and Tax Implications

- Deed and Contract Drafting

- Analysis in Conjunction with Your Tax and Wealth Advisors

- Powers of Attorney for Finance and Health Care

3 / Problems it solves

- Save Money in Taxes While Avoiding Common Mistakes

Decide Who is in Charge of What Gives Peace of Mind

- Minimize State's Involvement in your Personal Life

4 / Resources

- Here is a guide to estate planning without an attorney

- Here is an article about choosing an EP attorney

- Here is a probate calculator

- Here is an article about "what happens to my stuff if I die?"

- Here is an article about EP for pets

1 / What it is

1031 Exchange, Delaware Statutory Trust, Installment Sale

2 / What you get

- Unlimited 1x1 time with an attorney for plan development

- Trust

- Will

- Powers of Attorney for Finance and Health Care

- Coordination with Accountant and Financial Planner

3 / Problems it solves

- Avoiding Probate Saves Money, Time, Reputation

- Having a Plan Leaves Less Impact on Loved Ones

Decide Who is in Charge of What Gives Peace of Mind

- Minimize State's Involvement in your Personal Life

4 / Resources

- Here is a guide to estate planning without an attorney

- Here is an article about choosing an EP attorney

- Here is a probate calculator

- Here is an article about "what happens to my stuff if I die?"

- Here is an article about EP for pets

Property Planning

What it is

Private Record of What Happens to your Stuff During Life & After Death

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Choose Who Makes Health & Financial Decisions if You're Unable

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Nominate Guardians of Children

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Planning From Basic to Advanced

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Advanced Strategies can Protect Assets and Optimize Taxes

What you get

1x1 time with Attorney from Intake, to Plan Design, to Finalization

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Living Trust Which can be Revised During Life

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Power of Attorney for Finances

 

Power of Attorney for Healthcare

 

Pour-Over Will

 

Concierge Attorney and Notary

Problems it Solves

Best Way to Avoid Probate

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Prevent Family Fighting

 

Prevent Unwanted Inheritance

 

Order Instead of a Traumatic Mess

 

Clear Instructions About your Intent

 

Irresponsibility of No Plan 

Business Formation

What it is

LLC, S-Corporation,

C-Corp,  Professional Corporation

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Separates Personal & Business Assets​

 

Company is a Distinct Legal Entity with its own Tax ID

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Limit Personal Liability​

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May Benefit from a Tax Perspective

What you get

1x1 time with Attorney to Decide What Type of Company you Should Form

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File Formation and Compliance Docs, Obtain Employer ID Number

 

Internal Governance Document, e.g., Bylaws, Operating Agreement, etc.​

 

Registered Agent Services

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Business Address & Mail Services

Problems it Solves

Shields Your Personal Assets from being Affected by Business Activities

​

Tax Overpayment Prevention

​

Qualify for Traditional Loans as a

W-2 Employee of Your Company

​

Keep Personal Info Off Public Records

​

Owners Agree About Big Decisions, Buy/Sell, Entry/Exit into Firm

Property Planning

What it is

LLC, S-Corporation,

C-Corp,  Professional Corporation

​

Separates Personal & Business Assets​

 

Company is a Distinct Legal Entity with its own Tax ID

​

Limit Personal Liability​

​

May Benefit from a Tax Perspective

What you get

1x1 time with Attorney to Decide What Type of Company you Should Form

​

File Formation and Compliance Docs, Obtain Employer ID Number

 

Internal Governance Document, e.g., Bylaws, Operating Agreement, etc.​

 

Registered Agent Services

​

Business Address & Mail Services

Problems it Solves

Shields Your Personal Assets from being Affected by Business Activities

​

Tax Overpayment Prevention

​

Qualify for Traditional Loans as a

W-2 Employee of Your Company

​

Keep Personal Info Off Public Records

​

Owners Agree About Big Decisions, Buy/Sell, Entry/Exit into Firm

Tax Planning

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What it does: 

  • Best Way to Avoid Probate Court

  • Choose who you want to inherit your stuff

  • Choose who should make health & financial decisions if you're unable to?

  • ​

What it does: 

  • Best Way to Avoid Probate Court

  • Choose who you want to inherit your stuff

  • Choose who should make health & financial decisions if you're unable to?

  • ​

A Certified Tax Expert

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Bank Reconciliation

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Compliance Plans for Businesses

Many of our 

Interested in receiving planning tools and tactics?

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