Probate? Death taxes? Family issues? Second marriage?
Been there, done that. 40+ years of helping families solve problems. Your family is your family, and your assets are your assets.
A cookie-cutter approach won't work, every situation is unique.
I start with an interview that takes about 1.5 hours, that always starts with "what do you want to do?"
It may involve issues that are hard to face -
What if my spouse re-marries?
What if my child gets into a bad marriage?
What if I can't handle my own financial affairs? Do I want the courts involved in taking care of me or my assets?
Need a contract reviewed? Modified? Drafted to fit the needs of your particular business? 40+ years of experience advising all kinds of businesses - personal service, trades, manufacturing, retail - gives us unique insights into the issues that can rise up to endanger your financial health, and craft the language to provide you the protection that you need.
Are you concerned about ending up in business with your partner's family? About making sure your own family can realize the value you have worked to hard to grow, while maximizing the ability of that business to continue? There are complicated issues that try to balance the needs of all the parties and provide protection for the business and the family. I can help you find the answers that work for you.
Real estate can present unexpected challenges. Are you sure you are getting all the rights that you think are part of the ownership of that piece of property? Do you need a lease for a residence or commercial property? Will the title company recognize your ownership? Are there outstanding liens or mortgages that need to be dealt with? Is financing an issue, and what will the bank or mortgage company require before they provide the funds?
We have a long record of working as part of a team - your accountant, your life insurance person, your casualty insurance person, your banker. We are happy to coordinate our services to fit in with your overall plan to assure success.
Don't wait! Contact us for a free phone consultation. Let us help you figure out your best next steps are. The sooner you have a plan of action, the better your chances of taking the correct steps to get the results you want.