Estate Planning including Probate Avoidance and Tax Planning

Trusts
Wills
Financial Powers of  Attorney
Health Care Directives
Marital Property Agreements

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Consulting for Parents with Addiction and/or Mental Health Issues in the Family

    Financial Decision Making
    Estate Planning
    Special Titling & Insurance Considerations
    Medical Care, Treatment Alternatives & How to Pay for Them
    Online Course Available

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Business Planning & Management

Preparation and/or Analysis of Business Plans
Cash Flow  & Financial Assessment Consulting
Business Operations Analysis  
Business Structure & Agreements - Partnership, LLC, Corporate
Overall Assessment of Business Practices

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Business Transition

Analysis and Aid with Negotiations on Business Purchase or Sale
Business Purchase or Sale Documents
Intergenerational Transfer of Family Farm or Other Business
Estate Planning to Protect Family Farm or Other Business