Life changes so whether you went through a divorce or something has happened with your income, we will sit down and help create a realistic budget to estimate all costs and income to help you live best life within your means.
On the change something happens to you and you cannot make an informed decision about your health or care. It is important to have some you trust to be able to make decisions that are in your best interest. We help clients draft the needed legal documents to allow someone to act on your best interest in the event you are not able to do so.
Being in the position to help loved ones and others is very rewarding. However, there are often limitations and tax consequences on gifts. We help our clients make sure they know any implications of gifts and help them to reduce avoidable tax consequences.
Real estate and other investments are often a complicated process. We will help evaluate real estate transactions and other financial investments to determine all costs associated with their true value.
Businesses are bought and sold all the time. But they need to be done right to ensure all the required legal documents are correct and ownership will be passed correctly. We help clients evaluate the change in business ownership and walk them through the process of how to do it right.