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Estate Planning

Protect your family. We assist in drafting of living wills, trusts, powers of attorney, and other documents to facilitate the transfer and management of property after death. 


Succession Plan Analysis

Estimates suggest more than 70 percent of family-owned businesses do not survive the transition from founder to second generation primarily to unrealistic or poor planning or lack of interest on the part of the successor generation. If you intend to preserve your business legacy, an in-depth analysis of all documentation and planning processes is in order. Call today and ask for yours. You need an impartial review of all of your business and personal matters, including:

  • corporate documentation, structure, and business plan

  • coordination of estate planning documents with the business succession plan

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