Services for
Individuals

Wills & Trust Services

Wills and trusts are essential for estate planning. Wills specify asset distribution and guardian appointments through probate.

Trusts involve a legal arrangement where a trustee manages assets for beneficiaries, offering various benefits, including asset protection and tax reduction.

The choice between wills and trusts depends on individual circumstances and asset management goals.

 

 

*Will & Trust services are provided as referral service.

LPA Assignment by Law Firms

Lasting Power of Attorney (LPA):

An LPA is a legal document that allows an individual, known as the “donor,” to appoint one or more trusted individuals, referred to as “attorneys,” to make decisions on their behalf, often in the event of mental or physical incapacity.

LPAs are commonly used for managing financial affairs or making health and welfare decisions when the donor is no longer able to do so.

Business Buy-Sell Agreements

Buy-sell agreements, also known as buyout agreements, are legally binding contracts typically used in business settings, especially in partnerships or closely held companies.

These agreements establish a predetermined process for the sale of a business interest (e.g., shares, ownership stake) under certain triggering events, such as the death, retirement, disability, or desire to sell the interest of one of the business owners.

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