The method of deciding who gets your personal and business assets in the most tax efficient manner, whether through outright ownership or in trust for someone's benefit.
Estate Probate and Administration:
The process of proving the validity of a Will, collecting a decedent's assets, paying debts and taxes, and distributing the assets accordingly.
Trusts can be used for estate tax mitigation, asset protection, supplemental needs, continuity of management, contingent events or to address incapacity.
Income, Gift and Estate Tax Planning
Maximizing the use of all available tax credits and deductions against assets subject to income tax, capital gains tax, and estate tax.
Business Formation and Governance:
Forming corporations and limited liability companies and selecting the appropriate tax option, whether sole proprietor, C corporation, S corporation or partnership.
Private Foundation Formation:
An estate planning option that devotes estate assets to local charitable purposes rather than to governmental purposes.
Real Estate Transactions:
Representation for the purchase or sale of real estate, free of title defects with contingencies to ensure the parties intensions are realized.
Protecting your assets from devastating nursing home costs, and enabling family members to assume control of your assets and health care during incapacity.