Business & Estate Planning
Serving the Needs of Growing Families. Enabling you to live your Business Dreams.
Welcome to our law office, where we recognize the value of safeguarding the things most important to you—your family and your business.
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As professional estate planners, we have specialized training and experience in legal and financial matters related to estate planning, such as wills, trusts, probate, taxes, and asset protection.
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As holistic business advisors, we offer two key services to help you establish and grow your business: the Business Planning Session and the Business Foundation Audit. The Planning Session involves a detailed discussion of your business goals and objectives, allowing us to design a customized plan to help you achieve them. Meanwhile, the Foundation Audit is a thorough review of your business's legal, insurance, financial, and tax systems to ensure that everything is in order and ready for growth.
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Our services are designed to provide ongoing legal guidance and support to small business owners, helping them navigate the complex legal landscape and minimize the risk of legal disputes and lawsuits.
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When it comes to IP protection, patents protect inventions, trademarks protect brand names, and copyrights protect a wide range of original creative output, including literary, musical, dramatic, and artistic works, among others.
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Services
Why Choose Us?
Attentive Approach
Our approach is centered around paying close attention to your unique needs. We strongly believe in providing customized services to every client. Our educational and proactive approach involves gaining a deep understanding of your family situation, assets, requirements, aspirations, and values. We then offer guidance to help you identify your top priorities and desired outcomes for your business, family, and assets.
Our goal is to create a plan that aligns perfectly with your objectives, and we achieve this by ensuring that we fully comprehend your personal circumstances and expectations. Through our attentive approach, we empower you with knowledge and help you make informed decisions that benefit you and your loved ones.
Business Experts
Our expertise lies in being comprehensive business advisors, facilitating the realization of your entrepreneurial aspirations. We take care of laying the correct groundwork for your business, minimizing risks, and ensuring maximum growth opportunities for you and your loved ones. We assist in developing and executing efficient plans, leading to reduced liability, lower taxes, the retention of valuable employees, and ensuring a harmonious retirement and family dynamics.
Our aim is to provide you with the reassurance that your business is established on solid foundations, allowing it to keep up with your growth trajectory. Our services will ensure that your business systems remain up to date, providing you with peace of mind.
People Driven
At our core, we are dedicated to meeting the evolving requirements of expanding families. Our procedures and methodologies furnish you with the expertise, assistance, and direction needed to create a legacy for your loved ones while establishing and sustaining a life of success and abundance.
We understand that you have a genuine and profound concern for the individuals in your life and desire to simplify things for them in the event of any unforeseen circumstances. Our objective is to help you devise a strategy that guarantees the transfer of your entire family's wealth, including your intellectual, spiritual, and human capital.
Attentive Approach
Our approach is centered around paying close attention to your unique needs. We strongly believe in providing customized services to every client. Our educational and proactive approach involves gaining a deep understanding of your family situation, assets, requirements, aspirations, and values. We then offer guidance to help you identify your top priorities and desired outcomes for your business, family, and assets.
Our goal is to create a plan that aligns perfectly with your objectives, and we achieve this by ensuring that we fully comprehend your personal circumstances and expectations. Through our attentive approach, we empower you with knowledge and help you make informed decisions that benefit you and your loved ones.
Planning for the Business You Count On
Our expertise lies in being comprehensive business advisors, facilitating the realization of your entrepreneurial aspirations. We take care of laying the correct groundwork for your business, minimizing risks, and ensuring maximum growth opportunities for you and your loved ones. We assist in developing and executing efficient plans, leading to reduced liability, lower taxes, the retention of valuable employees, and ensuring a harmonious retirement and family dynamics.
Our aim is to provide you with the reassurance that your business is established on solid foundations, allowing it to keep up with your growth trajectory. Our services will ensure that your business systems remain up to date, providing you with peace of mind.
Serving the Needs of Growing Families
At our core, we are dedicated to meeting the evolving requirements of expanding families. Our procedures and methodologies furnish you with the expertise, assistance, and direction needed to create a legacy for your loved ones while establishing and sustaining a life of success and abundance.
We understand that you have a genuine and profound concern for the individuals in your life and desire to simplify things for them in the event of any unforeseen circumstances. Our objective is to help you devise a strategy that guarantees the transfer of your entire family's wealth, including your intellectual, spiritual, and human capital.
Let’s Chat
If you are interested in moving forward, we invite you to book a complimentary 15-minute consultation. If you are still undecided, that is completely understandable. Estate planning can be daunting, and many of our satisfied clients started in the same position as you.
We recommend starting by reading the best-selling book on estate planning for families, Wear Clean Underwear. This book has helped many of our clients feel more confident, informed, and at ease. As a token of our appreciation for considering us, we would love to offer you a free copy of this book. Simply click here and enter your name and email address, and we will send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.