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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

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

Nominate Guardians of Children

Planning From Basic to Advanced

Advanced Strategies can Protect Assets and Optimize Taxes

What you get

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

Living Trust Which can be Revised During Life

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

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

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

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 

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