Sometimes all that stands between you and a secure future are legal documents – wills, trusts, incorporations, and more. For individuals, proper estate planning can help ensure your assets go where you desire, while preventing conflicts after you’re gone. For businesses, being properly structured can mean the difference between success or failure. And for all of us, knowing your financial plan is properly protected brings invaluable peace of mind.
Having an advisor you trust can help you make sound decisions for the long term. Through our affiliation with Michael M. Burke, Esq., an experienced asset protection and estate planning attorney, we offer practical and creative legal and financial planning services, including:
- Incorporating Businesses
- Establishing Limited Liability Companies
- Business Succession Planning
- Irrevocable Trusts
- Medicaid Planning