taxesSome owners spend their lifetimes building up a business only to have it lose value at their retirement, incapacity or death. Family businesses have unique and intimate histories. Setting up a succession plan to transfer management and beneficial ownership is necessary to optimize continued growth and stability. With proper planning, owners can overcome hurdles and avoid disputes. We assist owners to identify future leadership, evaluate potential talents, train the new leaders and implement a plan. It is a lot like coaching a team.

  • Wills
  • Trusts
  • Powers of Attorney
  • Health Care Surrogate Designations
  • Living Wills
  • Declaration of Preneed Guardian
  • Advice and Funding of Trusts to Minimize Probate Administrations