top of page
Farm Field

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 been helping clients form new companies for years. We have also helped our business-owner clients design estate plans that incorporate their businesses and protect these sizeable assets from probate.

As we look toward the back half of 2024, we are excited to announce we are expanding our business services to better serve our clients, including a brand-new program that will help you stay current with federal and state filing obligations, avoid costly penalties, and maintain your privacy.


Stay tuned as we update this page with more details in the coming weeks!

Calendar Pages

Can't Wait?
Schedule Your One-on-One Business Strategy Session Online

See all of our open appointment dates and times and choose what works best for you!

Farm Field
bottom of page