ATTORNEY ENGAGEMENTS
ENGAGING THE SERVICES OF ATTORNEYS AND LAW FIRMS
When developing and implementing complex financial, tax and legacy strategies for clients, we place high importance in coordinating our efforts with their legal advisors to provide insight during the execution of legal documents. We proactively involve legal advisors in our process of developing and implementing planning strategies for clients such as:
- Estate Planning including inter-generational issues
- Business Exit and Succession Planning
- Asset Protection Strategies and Risk Management Techniques
- Estate and Gift Tax Planning
- Special Needs and Elder Care/Long Term Care Planning
- Employment Contract Structuring
If you are ready to start planning for your business exit, then give us a call and we will help guide you through the process of cashing out of your business and moving on in style and on your terms.
