Family Harmony Estate Planning is about so much more than just documents, it’s about helping you leave a Legacy of Love to those you love the most. We work with you to carefully craft an Estate Plan that is as unique as you are, that will serve your family for generations to come.
We partner with our clients to help structure their affairs to safely and legally mitigate their tax exposure. However, it’s important to know that the best tax plan will always serve your family’s needs, and not the other way around.
Asset Protection is about making sure your legacy winds up in the hands of your intended Beneficiaries, and no one else. There are a seemingly endless number of ways for children to lose their Inheritance – Creditors, Predators, Divorce, etc. We can help you design a thoughtful Asset Protection Estate plan, that will make sure your Beneficiaries are provided for, for generations to come.
Family Philanthropy is about so much more than just charitable vehicles, it’s about your Family’s legacy, and how your family chooses to serve the community around it. Charitable Trusts, Foundations and the like are very important, but they must be carefully designed to enhance and support your family’s legacy, not simply as ends in themselves. We partner with our Families who Give, to create a Family Philanthropy plan that will secure their legacy for generations.
Small Business Law
We serve as General Counsel for all kinds of Small Businesses: Start-ups, Mature Companies, Family Businesses, and those thinking about Exit Strategies. Far more than just legal documents, we provide comprehensive advice that will allow your business to Grow and Thrive, while protecting your Family’s estate from creditors or lawsuits.
Probate and Trust Administration
The loss of a loved one can be one of the most difficult experiences in life. It is our sincere desire to help our clients through this difficult time, helping to make things as painless as possible.
We take pride in our ability to navigate the bureaucratic estate administration system, leaving our clients free to deal with life’s more important issues.
We are experienced probate litigators who have successfully navigated clients through a host of complex matters: Undue Influence claims, Disputes between Heirs, Breach of Fiduciary claims, as well as other challenges to a Will or a Trust. If you find yourself in such a difficult place, we look forward to helping bring you peace of mind as well as aggressive representation.
It is our privilege to partner with our clients who serve others in the Non-Profit space. We provide comprehensive legal solutions to Non-Profits at all Stages: those in Formation-stage and those seeking Exempt Status – as well as Mature Non-Profits who need General Counsel services. We focus on the Tax and Legal issues, so you can remain focused on serving others.