Before a crisis occurs, it is best to prepare a plan for preserving, protecting and transferring assets. The design and implementation of that planning before a crisis occurs will allow one to consider the many more options available when adequate time is invested beforehand. The correct advisor can make the estate planning or probate process more palatable and sometimes even simple.

The sale of a business, purchase of an existing business or start-up is best accomplished with the advice of an experienced advisor. What appears daunting at first glance can be easily navigated, if planned properly. This firm specializes in the areas of estate planning, wealth preservation, probate, trusts and trust administration, as well as business planning.