Estate & Succession Planning

Have you planned for your future? What about the future of your business? Can your business sustain itself without you? Or, more importantly, can it sustain you and your family without you? Are your Articles of Incorporation and Operating Agreements up to date? Do you have a fully executed Last Will and Testament, Living Will and Powers of Attorney?

Don’t wait until it becomes too late. Estate and succession planning can take some time to implement if complicated.

We offer simple flat fee rates or inclusive packages. You choose what works best for your family.

Business Succession Planning 

Includes everything from having an emergency plan in your bylaws to the time-consuming but purposeful process of transferring a business to your children.

  • Buy-Sell Agreements
  • Strategy for Sale, Transition, or Close-out
  • Insurance Protection to Fund Transfer
  • Entity re-formation

 Asset Protection  

Keeping your assets protected from competitors, spendthrifts, and the IRS.

  • Corporations
  • Family Limited Partnerships
  • Revocable and Irrevocable Living Trusts
  • Strategic Tax Planning

Estate Planning 

A holistic and comprehensive look at your life, your family, your care, and your goals. Planning for those times when you can’t make decisions for yourself is even more important than planning for death.

  • Comprehensive Estate Plans
  • Wills
  • General (Financial) Powers of Attorney
  • Medical Powers of Attorney
  • Living Wills
  • Trusts
  • Special Needs Planning
  • Long Term Care Planning

A Call Away


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