Your trusted partner for financial and tax planning.

Our services

Estate Planning

  • Tax Planning for the reduction
    of Federal and State Taxes

  • Business Succession Planning

  • Wills & Trusts

  • Estate Administration

  • Community Property Agreements

  • Prenuptials

  • Health Care Directives

  • Power of Attorney for Health and Financial

Business Planning

  • International Distributorship Agreement

  • Shareholders Agreement

  • Asset Purchase Agreement

  • Stock Purchase Agreement

  • Purchase and Sale Agreement

  • Key Employment  and Management Agreement

  • Covenant Not to Compete Agreement

  • Confidentiality and Non-Disclosure Agreement

  • Manufacturing Agreements

  • Business Succession Planning

Business Formations

  • C Corporations

  • S Corporations

  • Professional Service Corporations (PS)

  • Limited Liability Companies (LLC)

  • Professional Limited Liability Company (PLLC)

  • Limited Partnership (LP)

  • Limited Liability Partnership (LLP)

Questions before getting started? Get in touch.