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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
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- 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
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Tax Overpayment Prevention
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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:
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Best Way to Avoid Probate Court
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Choose who you want to inherit your stuff
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Choose who should make health & financial decisions if you're unable to?
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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?
-
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A Certified Tax Expert
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Bank Reconciliation
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Compliance Plans for Businesses
Many of our