Our Business Planning Services

Business formation is an important aspect of estate planning. A business entity (such as a Limited Liability Company or Family Limited Partnership) can be a great way to shield assets for liability purposes while also facilitating the transfer of wealth to other family members and even the next generation. We have helped clients establish new business entities for years. We have also helped clients with existing businesses design estate plans that incorporate their businesses.

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Now, as we enter 2023, we look forward to expanding our business services to include more offerings. Stay tuned as we update this page with more details in the coming weeks!