Business Services
- Business Counseling. This includes important aspects of starting a business such as business entity formation (corporation, LLC, partnership etc.) and the tax implications of each. It also includes handling of important documents such as partnership agreements that dictate each partner's share of profits and losses, assets and management concerns, as well as "Buy-Sell" agreements that cover what happens when one owner of a business retires, dies or otherwise departs the business, so that the business can continue to operate smoothly.
- Estate Planning for Business Owners. Having your own business can have many impacts on your Estate Plan, from the selection of the business entity type you choose, to the way you purchase assets for the business. We can help you with these vital decisions.
Individual Services
- Estate Planning. We offer comprehensive estate planning services to help protect your loved ones, carry out your wishes and reduce or eliminate estate taxes through the use of wills, living trusts, supplemental needs trusts for children with disabilities, testamentary trusts, durable powers of attorney, charitable remainder trusts, life insurance trusts and a number of other probate and estate tax avoidance or deferment methods. In order to assist you better, we recommend that you use the downloadable forms which include a will/trust information sheet and an asset accumulation sheet.
- Probate Administration. We also provide a full range of trust and estate administration and settlement services to its clients including but not limited to Probate Administration, Probate and Fiduciary accountings, Estate Tax Returns.
- Elder Law. We can help our older clients and clients with disabilities plan for the future by helping them deal with such issues as Medicaid, Medicare, Social Security, long-term care, asset protection, assisted living housing, and nursing home issues. We can also help them by putting in place a solid Estate Plan. We also have extensive experience in the areas of guardianships and conservatorships. We treat the elderly with the respect and dignity they deserve.
- Real Estate Services. We represent clients in both commercial and residential real estate matters, particularly dealing with real estate transactions. We can help you with drafting and negotiation of purchase agreements and lease agreements. We also provide 1031 Qualified Intermediary Services.
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