Tax and Estate Planning

We can help you strategically minimize your business tax liability and explain to you some key nuances to the complex federal income tax code as they pertain to your situation.

Once we get your business tax situation clarified, we can also help put your personal estate in order.

Not everyone needs a complex estate plan. For many people, a simple will is all they need to set their estate plan in order. We have simple will packages that start under $400, which includes a personal consultation with a licensed attorney.

Depending on your needs and goals, we also offer more specialized planning using trusts and other financial vehicles to minimize your taxes, maximize your control over your assets, reduce probate costs, and plan for your loved ones. If your goal is to preserve and transfer property and assets to your loved ones, let us simplify the way and streamline the process.

We recognize that each person's needs and goals are unique. After listening to your desires, we will evaluate the situation and offer advice on how to best reach your goals. We make informed recommendations while keeping you in the driver's seat.

Our estate planning options consist of executing powers of attorney, preparing wills, establishing trusts, and executing living wills or health care representative appointments. At your option (some clients prefer to do this on their own), we can also assist the decedent's family, the trustees of the family trusts, and the personal representative of the decedent's estate in administering the affairs of the estate.

Some areas of law that may be relevant to your situation include:

Please feel free to contact us to discuss your situation and let us work together to come up with some creative strategies to help you.