Estate Planning
Why do you need an estate plan? The simple answer is, if you die without one, all of your possessions are given away using generic government rules, with a large amount taken out in court fees, attorney expenses and taxes. An estate plan is customized to your life and needs. Also, an estate plan addresses what should happen and who should take care of you if you are in a coma or suffer from dementia. For the in depth reason you need an estate plan;
Probate
We have no wish to see anyone have to be involved the difficulty and costly fiasco of a court monitored probate, but if it is too late to take steps to avoid it, we do have the experience to help you with this process.
Estate/ Trust Administration
The primary objectives of estate and trust administration are preserving your estate and trust assets according to your wishes and minimizing tax liabilities. We compassionately and capably take care of our clients' needs, which allows them to take the burden off their mind.
Tax Planning & Filing
As the government continues to change tax laws we keep you on track to minimize your tax burden.
Tax Audit Representation
When you get that IRS letter in the mail, let us handle it. We will explain what it means and give you an honest and open estimate of how it should be handled.
General Business Law
Starting a new business? Incorporating? Not sure of how to structure your business? We can break it down for you, and help you make your decisions and get started on the right foot.