We are a team of attorneys and financial professionals (CPAs) providing state-of-the-art, up-to-date estate planning, elder law, and business counseling to fit your needs and achieve your goals.
We’ll work with you to make sure you know your options and have the chance to select the best one. We will evaluate if a Will is sufficient or if a trust is the most appropriate option. And we will explain what type of trust is appropriate, whether a revocable trust or irrevocable trust. And we will explain the differences and similarities between them. We will help you select the best executor and trustee. Also, we will help you protect your property and structure it to pass to the people you want to receive it.
We’ll guide you on what benefit programs are available to seniors and how to qualify. If you need to restructure how you own your assets, we’ll work with you to get them in the right structure. You want the most protection while giving up the least amount of control, and we’ll guide on how to achieve it. Elder planning is not one-size-fits all. Each solution is unique. Your solution might involve a trust, insurance, or a combination of both. No option is off the table when we’re working to achieve the best result.
Perhaps you have an idea for a new business and need help knowing what steps to take first. Instead, maybe you’ve been in business for years, but want to take the next step to see your business grow, blossom, and reach its potential or a larger market. Or maybe you need to plan for the transition from one generation to another. Your situation is unique. You have needs that are unique to your business. We’ll help you get the most out of your time and your business while limiting the personal liability that may worry you.