Estate Planning
Estate planning is an essential service for all individuals, not just for the wealthy. Just as essential as your operations, estate planning is a critical part of managing your business and personal assets. We handle both personal and business succession estate planning for a variety of people, including high-net-worth individuals. As an essential extension of our services, we make sure day-to-day operations and plans for the future of your business are as thorough and well-rounded as possible.
- Simple and complex estate plans, including revocable and irrevocable trusts
- Last wills and testament
- Financial durable general powers of attorney
- Healthcare powers of attorney
- Living wills
- Mental health care powers of attorney
- HIPAA release, and authorization forms
- Business succession planning
- Assignments of company interest
- Property agreements
- Property transfer documents, including Beneficiary Deeds, Warranty Deeds, and Quitclaim Deeds
- Buy-sell agreements
- Deferred compensation
- Family business structures
