Practice Areas

Primary Estate Planning

is concerned with your lifestyle and legacy. This module is where we focus on cash flow, retirement, quality of life, and how to protect and apply these concepts with available legal, financial, and insurance tools. We discuss the best way to plan for your life, and how things should work if a disability or death occur.

We listen, learn, and counsel you on your options, then we design and draft custom-designed revocable trusts, powers of attorney, health care documents, property agreements and other documents to protect you, your quality of life, and your loved ones.

Wealth Transfer Planning

leverages your wealth through gifting and tax-efficient sharing.

We design and implement irrevocable trusts for gifting, personal and family asset protection, estate and gift tax avoidance, and related concerns. Your assets are used how, when, and the way you want for the benefit of those you care about.

Business and Asset Protection Planning

is directed at the use of either active or passive business structures to produce desired financial outcomes now and in retirement.

Exit planning is a service designed to help you define the terms of your departure from your business. You might want to reduce your involvement, hand it over to the next generation while keeping your hand in, or sell it to finance your retirement. Doing this requires a plan and a team. Successful exit planning for business owners encompasses far more than the typical disability or death planning, which can fall short when it comes to the needs of your business.

We design and utilize new or existing corporations, partnerships, limited liability companies and succession planning techniques to “keep the peace,” protect your estate and assets, distribute income, and save taxes.

Philanthropic Planning

is the key to a zero-estate tax plan, if desired. We might help you eliminate or reduce taxes while usually increasing or protecting your income. Think about deciding how to pay taxes your way - use the power of charitable tax planning to accomplish numerous tax and non-tax goals that benefit you and also the causes you cherish. You can even leave a legacy of caring for family members to carry on.

We use charitable trusts, charitable organizations, and charitable gift and tax planning to efficiently transfer wealth for social good, to reduce your taxes, and to efficiently transfer wealth to your family in a means that is in tune with your personal goals and desires.

Probate and Trust Administration

provides you with needed help when a loved one becomes legally disabled or passes away. There are legal and tax requirements to deal with at a very difficult time. Our firm is nationally recognized for its ability to work with and counsel those serving in fiduciary positions as personal representatives in probate (with or without a will) and in trust administration.

One of the most difficult things to do is to deal with the myriad issues that arise during such a stressful time. We drive the process to get things finalized for the best possible outcome, whether taxes or liquidity are issues, or there are difficult family relationships in play. Don't deal with the loss or disability of a loved one by yourself, let us help.