Estate Planning:
Getting Started
Do you know what will happen to your loved ones and your stuff if something happens to you?
In this easy to read guide, you'll discover:
Get your FREE Guide Here!
What happens to them if something happens to you?
Discover how to protect them now in our free "Getting Started" Guide
- Pass on Wealth
- Maximize Tax Exemptions
- Deal with Real Property
- Start Your Business
- Maintain Your Business
Protect and Preserve Real Property
Owning your own home is part of the quintessential "American Dream." For some, that dream involves multiple homes, investment properties, rental properties, and grand estates. But even if you're not the next Vanderbilt, you still want to make sure that you maximize your home's value for yourself and for future generations.
Easily Pass Wealth onto the Next Generation
Wealth is more than just money. Your Family Wealth is everything that you are, have created, and will build during your life time. It's the lessons that you want your kids to learn and remember throughout their lives.
It's about the creating, protecting, and preserving the legacy you want to leave for your children and your heirs.
Best of all? You've already started! We'll help you get all the way there!
Maximum Deductions and Exemptions
Say goodbye to missing out on deductions and exemptions.
Sure, we can't help you avoid paying taxes, but you can legally delay them through strategic planning, property exchanges, spousal transfers, and other qualified transfers. Does that mean you won't pay taxes, of course not. But, you should only be paying the taxes that you have to.
Protect and Preserve Real Property
Owning your own home is part of the quintessential "American Dream." For some, that dream involves multiple homes, investment properties, rental properties, and grand estates. But even if you're not the next Vanderbilt, you still want to make sure that you maximize your home's value for yourself and for future generations.
Start Your Business on the Right Path
Your business is your baby. We get it. We know that your business is your ultimate expression in the world, it's how you put food on the table, feed your kids, and keep a roof over their heads. We know. We're right there with you.
That's why you need to start off on the right foot. Whether you're building the world's best mouse trap or helping others achieve their dreams, we'll help you achieve your's.
Build it Stronger, Better, Faster
Your business keeps moving on, whether you're ready or not. You customers want their services or products, your book keeper or accountant wants bank statements, and your employees want raises. Is your head spinning yet?
Don't worry, we're here to help keep you sane, maintain your business, and protect your assets.
How We Can Help
For Individuals a la carte options package options | For Businesses Owners a la carte options package options | For Businesses a la carte options package options | |
|---|---|---|---|
Responsibly pass on family wealth | |||
Protect assets from creditors | |||
Maximize tax exemptions and benefits | |||
Document your medical decisions | ___ ___ | ||
Ensure your children will be cared for | ___ ___ | ||
Protect your ideas from theft | |||
Acquire and protect real property | ___ | ___ | |
Form a business around your ideas | |||
Advice regarding employees | ___ ___ | ___ | |
Contract review, negotiation, and creation | ___ ___ | ___ ___ | |
Maintaining your business | ___ ___ | ___ ___ | ___ |
Annual in person strategy sessions | ___ ___ | ___ ___ | ___ |
Easy access to legal advice | ___ ___ | ___ ___ | ___ |
For Individuals
We offer both "a la carte" and "package" options for most items below. That means you can get what you need and you can save money!
* "a la carte" option only
For Business Owners
We offer both "a la carte" and "package" options for most items below. That means you can get what you need and you can save money!
* "a la carte" option only
For Businesses
We offer both "a la carte" and "package" options for most items below. That means you can get what you need and you can save money!
* "a la carte" option only
+ package option only
In typical lawyer fashion, we have to include a disclaimer ... not all options above may work for or apply to you.
When you meet with us, we will help you determine the best way to achieve your goal.
Free Resources
5 Steps to Start Your Estate Plan
There's more to an estate plan than a will and a death. Did you know that your estate plan can help you during your entire lifetime? Discover the 6 things you can start today to help improve your life plan.
6 Important Real Estate Must Do's
Did you know that there is more than one way to own a home? Download this "Real Estate Must-Dos" and discover the 5 things you need to know before you buy your next home or investment property.
7 Steps to Starting Your Business
You have a great idea and you're passionate about it. you know it can go the distance, but you need help getting started. It's okay! Learn what you need to to start your business off on the right foot.
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