Estate Planning can be an area of complex legal matters for those who are not aware of all their options. Through comprehensive analysis and planning, your assets can be properly organized to maximize wealth for beneficiaries and to minimize expenses in settling your estate. We help you understand your best options in the following areas:

  • Wills - The most basic estate planning tool

  • Revocable Living Trusts - Can be used as a substitute for a Will, providing for faster and less costly distribution of assets upon one's death

  • Irrevocable Trusts - Various types of irrevocable trusts can be used to meet more sophisticated planning needs

  • Guardianships - Guardian of the Person, Guardian of the Estate, Limited Guardianship, Emergency Guardianship

  • Probate - The court process for validating the Will and protecting the rights of beneficiaries upon distribution of assets

  • Family Limited Partnerships (FLP) - Allows General Partners to maintain control over assets while also protecting the property from lawsuits and creditors

Asset Protection is vital to managing what you own and to preserving your wealth. Our services educate you on the advantages and disadvantages of available methods, including:

  • Forming an entity such as a Corporation or Limited Liability Company (LLC), and which type is best suited for your needs

  • Proper Titling of Assets - Homesteading and recording of deeds

  • Creating Asset Protection trusts - Choosing between off-shore and domestic trusts

We can also advise you on the best paths to take regarding your Corporate Matters and Taxation Issues such as:

  • Succession planning

  • Liability protection

  • Retirement benefits and pension plans

  • Tax savings and elimination strategies

  • Buy/Sell agreements

  • Recapitalization plans

 
 
 

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