About Us

Our estate management services are tailored to each client's specific goals. We quarterback the team of advisors to plan, strategize, and execute on the client's objectives to build their legacy.  Our comprehensive services generally include the following:  

Business Planning Services:

• Formation of LLCs, corporations, and tax-exempt organizations/foundations.
• Real estate purchases, sales, and leases.
• Contract drafting, review, and negotiation.
• Business administration and legal compliance.
• Business succession planning, buy-sell agreements, shareholder agreements, and family transfers. 

Estate Planning Services:

• Revocable trusts, wills, financial and medical powers of attorney.
• Guardian designations for minor children.
• Prenuptial and postnuptial agreements.
• High-net-worth estate tax and gift tax planning.
• Irrevocable trusts and independent trustee services.
• Asset protection planning.
• Asset ownership planning and management.

We coordinate with your team of advisors, including financial advisors, life insurance advisors, CPAs, agents, and any other advisors to ensure efficient collaboration and a system of checks and balances.