Business Formation

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hether you need a business entity formed as part of the bigger picture of your estate plan, or as a standalone service, we’re here to help! From LLPs and LLCs to Corporations and S-Corp tax elections, we’ve got you covered.

 

Forming the proper business entity can help protect you from both a tax and liability perspective, but deciding which type is right for your needs and completing the process can be a daunting task. 

 

Contact our office to schedule a free strategy session where we will walk you through the pros and cons of each type of entity, help you decide what fits best for you, and put together a plan for structuring your business. From there we will take care of everything needed to legally form the business.

“Caroline and Mike helped us get our business off the ground super-fast and at a reasonable price. They answered all of our questions and helped us put together a plan to launch and grow our business. Highly recommend!”

Probate

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hen someone passes without a proper estate plan or alternative plan in place, their estate may have to pass through a court supervised process known as Probate. This process oversees the payment of liabilities and distribution of assets. Generally, probate can be an expensive and drawn-out process which we dedicate our practice to avoiding for our clients. Even with the increase in families using living trusts to avoid Probate, many estates still end up going through this court process. 

 

If your loved one passed away without a plan in place, contact our office to sit down for a free strategy session. We’ll discuss the easiest ways possible to take care of the estate, look for any opportunity to avoid the Probate process, and when necessary help you take the estate through the entire Probate process. While Probate is not the ideal way to pass things on to loved ones, we’ll help you get through the process as efficiently as possible.

“Caroline and Michael were great in helping me through Probate for my mom. They explained the whole process, updated me every step of the way, and moved things along as fast as they could.”

Trust Administration

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osing a loved one is unspeakably difficult no matter the conditions. Adding in the stress of dealing with their legal and financial obligations, even with a valid trust in place, is too much of a burden for many. Fortunately, working with an attorney to assist in administering a trust can help alleviate that burden and make the process much more straight forward.

There are many steps involved in the administration process that must be complied with to protect the trustee. If you need guidance in your role as successor trustee, we are here to take the burden off of your shoulders and help you through every step of the process. We bring compassion and empathy to this process and will hopefully make this difficult time less stressful for all involved.

 

Contact our office to schedule a free strategy session where we will walk you through your duties and responsibilities as successor trustee and cover the steps you need to take to properly administer a trust.

“When mom passed away, I felt lost and overwhelmed at what to do next. Caroline and Michael walked me through everything and took care of all the legal steps from mom’s trust. I appreciated their gentle approach and found comfort in their guidance.” 

Estate Planning

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o matter your age or what degree of wealth you’ve accumulated, you need an estate plan to protect yourself, provide for your loved ones, and preserve your assets. Many law firms and attorneys “tack on” estate planning to their service offerings, but generally only provide boilerplate forms with limited customization. We strive to develop a personalized plan for each of our clients that best protects you, your family, and your wealth; while ensuring your wishes are followed both during life and upon passing.

With experience in trust administration and probate, we know what to incorporate into your documents to ensure a smooth process and what to avoid to prevent any conflict or questions. Whether you have a modest estate or expansive holdings, with our estate planning services you will have the peace of mind that your estate is in order and your legacy is secured.

 

Not all estate plans are created equal, and what’s right for one person is not necessarily right for the next. Contact our office to schedule your free strategy session and learn how your estate should be structured to best accomplish your personal goals.

“Michael and Caroline are knowledgeable, caring, and heart-centered. I highly recommend them if you are looking to have your trust/will drawn up or updated.”