Services

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Estate planning isn't just for the wealthy; it's essential for everyone. Many people mistakenly believe it's only about taxes or assume they lack sufficient assets to warrant it. In reality, estate planning services simply outline what happens to your possessions at your passing and in the event you become incapacitated. Without your own plan, the court will intervene, often leading to outcomes that may not align with your wishes.

Without a personalized estate plan, the state governs the distribution of your assets after you pass away, disregarding your desires, minimizing costs, and sometimes fracturing family unity. A tailored plan not only respects your wishes but also ensures that someone you designate, rather than a court-appointed stranger, has the authority to make crucial medical and financial decisions for you if you become incapacitated. Otherwise, your loved ones might be forced to seek guardianship through the court, which can be a lengthy and stressful process.

Everyone stands to benefit from comprehensive estate planning services, especially when crafted and implemented by an attorney specializing in areas such as business planning assistance, probate and trust administration.

We provide compassionate support to families who have experienced the loss of a loved one, helping them navigate the probate and trust administration processes that follow. Losing a loved one is challenging enough without adding the burden of complex legal and financial obligations. Our estate planning services are designed to guide you through each step with care and clarity.

Probate involves validating the will, identifying and inventorying assets, paying outstanding debts and taxes, and distributing property to beneficiaries under court supervision. In contrast, trust administration follows a similar path outside of court, where the trustee manages and distributes assets according to the trust's terms.

Regardless of the situation, our goal is to ensure that the estate plan is fulfilled according to the client's wishes while providing essential business planning assistance to minimize stress, delays, and unnecessary costs for the family during this difficult time.

We provide business planning assistance for small business owners and individuals most at risk for lawsuits, focusing on Lawsuit and Asset Protection, Business Succession Planning, and Small Business Planning.

When establishing and structuring your business, you’re building a foundation that must cater to your immediate requirements, pave the way for future success, and safeguard you against personal liability. We develop tailored plans that ensure this foundation is strong.

In addition, we offer estate planning services and guidance on business succession planning, discussing how and when you’ll transition out of your business—whether passing it to family, selling to employees, or transferring ownership to an outside party. We also consider probate and trust administration to protect your legacy.

Nobody wants to have trouble with the IRS. Whether you are the subject of an audit, your bank account or wages have been levied, or you are in a dispute with the Internal Revenue Service over unpaid taxes or unfiled returns, an attorney can help protect your rights. In addition to tax issues, we also provide business planning assistance, estate planning services, and probate and trust administration. We handle a wide range of tax controversy matters for both individuals and businesses.

Our law firm provides essential estate planning services to help clients create a plan to manage their affairs in case they become incapacitated due to illness or injury before they pass away. Some of our tools include utilizing a Qualified Income Trust/Miller Trust. Our plans also encompass strategies to avoid Guardianship proceedings, ensuring effective business planning assistance for your needs.

If you find yourself facing guardianship or conservatorship proceedings involving a minor child or an incapacitated loved one, you don't have to navigate this process alone. We are here to guide you through every stage while protecting your interests and those of your loved one, alongside our expertise in probate and trust administration.

We work closely with families by providing estate planning services that create tailored plans to preserve government benefits while ensuring their loved ones receive comprehensive care in all areas of life: financial, education, medical, and most importantly, their emotional and personal needs for the future. 

Our team will collaborate closely with you to understand your priorities for the care of your special needs loved one, assist you in obtaining that care, and explain your options. We will also analyze your financial situation to determine the relevant benefits available to you. With our business planning assistance, we will then design and implement a customized plan to address your loved one’s needs now and in the future, including guidance on probate and trust administration.