Business transactions often involve succession planning to provide for the transfer of wealth and a transition of management to future generations. Our experienced attorneys can help you seamlessly integrate and structure financial, business, and personal affairs into a cohesive succession plan providing for the balanced transfer of wealth, management transition, and asset protection to facilitate your next-generation business.
After we understand a client's situation and objectives, we explain available planning options in a way that empowers our clients to make informed decisions. Some of the tools we use to complete an estate plan include Wills, Living Trusts, Financial and Healthcare Powers of Attorney, Deeds to transfer assets into Trust, Property Agreements, Irrevocable Trusts, and Life Insurance Irrevocable Trusts. We are experienced in advising clients about life insurance, methods of providing for a child's education, charitable planning, the succession of a family business, planning for distribution of IRAs or pension benefits, and coordinating estate plans among multiple generations. We pride in thorough, creative planning that helps solve family problems.