Our Services

An RLT is a document created by you and your attorney to manage your assets during your lifetime and distribute the remaining assets after death. A revocable trust avoids probate by timing the transfer of assets to the trustee. Our packages include all the forms you would need for a properly, functioning trust based plan. We make sure this plan matches your goals and wishes for your family and loved ones.

Succession planning is the process of creating a strategy for passing on leadership roles. This means creating a plan for passing on ownership of the company, ensuring that your business is dissolved or continues to run smoothly. You have invested your time, energy, and assets into your business. You need to plan for your business the same way you would plan for your family.

Irrevocable trusts can have many applications in planning for the preservation and distribution of an estate. There are many different kinds of Irrevocable trust and they all offer their own benefits and limitations. Often families need multiples types of trust to create a complete estate plan. This is why it is so important to have an expert creating these documents and making sure that they are funded correctly.

Using a charitable plan, that involves the utilization of trust, a donor can transfer assets to a non-profit after death. The trust vehicle can handle the asset until death and make sure that you choose who the money will benefit. There are tax benefits to these strategies that you can discuss with your advisor or CPA.

We specialize helping clients locate and efficiently manage the purchase and closing of real estate transactions. Our team ensures every detail is meticulously handled, providing a smooth and secure transition of property ownership.

Many individuals believe estate planning is separate than financial planning. While financial planning is generally savings and investment advice, it is actually a large part of your estate plan and what you leave behind.

Shield your assets from creditors, lawsuits, or judgments against your estate. There are numerous strategies and tools that have complex regulatory requirements and intricate tax implications that can benefit you and your families. These types of plans and tools are not for everyone but we are here to guide you through making the right decision for you, your business, and your family.

Our firm provides a suite of essential relocation legal services, including contract review and negotiation, compliance and regulatory guidance, and real estate transaction support. We also offer legal coordination, representation, dispute resolution, and counseling, as well as thorough assistance with relocation documentation, ensuring a comprehensive and stress-free legal experience during your move

Our Community Association Legal Services offer comprehensive support for homeowners and condominium associations, country clubs, and cooperatives. We provide ongoing legal advice, expert representation in disputes, and training for new board members. We also draft and amend governing documents to ensure compliance and clarity.