Estate Planning
Wills & Trusts
In keeping with this, we focus on the following critical issues: Do you have an up-to-date plan? What will happen to your loved ones should you become disabled? Is your family protected against a disability or loss? Do they know your wishes? Are your assets property titled, and is the settlement of your estate planned to prevent complication and unintended beneficiaries? Will your estate be subject to an estate tax?
Business Transactions
All businesses big and small require strong legal guidance and representation. We provide strategic counseling and legal planning for all your business dealings and succession planning as it relates to your overall estate plan. How is your business structured? What are your tax plans? What happens when faced with a lawsuit? How are the assets and roles redistributed in the event of a partner’s retirement or death? We’ll help you build a sound business plan that covers all your legal liabilities concerns.
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Testimonials
Tom is a rare combination of high intellect with good old-fashioned common sense, and congenial yet aggressive at the appropriate times. He is the quintessential professional ‘a class act’ and ultimately, the counselor and business advisor you want, and more importantly, need on your side.
– Joan
Tom was invaluable in getting us to close on the deal. He was top shelf from day one in professionalism, diligence, perseverance and work ethic. Whether it was late nights, working weekends or cancelled vacations, Tom was there for us every step of the way.
– Bill
Tom really helps us think about exactly what we want in planning, and how to achieve our identified goals. And all of this is done with a caring and personal touch.
He does really does care about us!
– Peggy
We Help Clients
Develop, Implement and Maintain Plans That Work,
Both for Today and Tomorrow.
