With higher net worth persons, business owners with more complicated situations or multi-generational family situations, standardized agreements will not suffice. This is often the case when designing plans with tax deferral strategies, charitable intentions or eldercare concerns.
While it may cost more in time and money, a customized business or estate plan may be the only way to address your very specific needs, goals and objectives.
So if you are concerned about family business succession, looking to create a charitable plan (LLCs or nonprofit corps) or are a medical professional with HIPAA concerns, contact us for a no obligation consultation. We are happy to visit your place of business, discuss things by phone or even arrange a Skype call.