Estate Planning and Trusts
While most people know they should have a will, an estate plan should not only be a document locked in a safe. Instead, an effective estate plan is a big-picture strategy that is focused on making life as manageable as possible for your loved ones, both before and after your passing. You can also spare them much of the burden of estate tax with effective planning methods during your lifetime. I can help you create the strategy and implement the techniques that can save your loved ones a great deal of hassle and expense in their time of heartache.
Business Planning and Contracts
When starting or growing any business, you can protect yourself by properly documenting important activities and agreements. From creating a legal entity for your business, entering agreements with employees, to selling all or a part of your business, having effective legal counsel can be a valuable asset.
Tax Consultation
Have you made investments outside the United States? Have you heard about a tax savings strategy that sounds like it might be too good to be true? The United States federal tax system can seem complex, and failure to comply with your obligations can carry stiff penalties. I can work with you, and your bookkeeper, and your tax preparer to give you the assurance of understanding your reporting obligations.
Trademark Registration
If you are using a brand name to market goods and services, you have a responsibility to protect that name from unauthorized use, or risk losing the protections the law affords you. Registering your trademark, service mark, or certification mark is a critical step in protecting your name.