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We’ll help you leave a legacy

We can help you find the right people to take over your business.

Our Firm works with high-net-worth individuals and business owners to:

  • Structure and establish Buy/Sell Agreements
  • Coordinate with valuation companies and financial professionals to secure funding
  • Protect your business against death, personal bankruptcy, and retirement
  • Eliminate pricing disputes with heirs of a deceased co-owner
  • Prevent outsiders from gaining controlling interest in the business

 

“A 5 star rating only because a 10 is unavailable.. From the 1st few minutes into the phone conversation I felt the caring compassion of Joe and Dawn. They listened and offered advice that fit my needs. My daughter was so impressed with the timeliness of services, compassion and infectious smiles offered she immediately became a client. I would recommend this firm without hesitation to anyone in need of the services offered. ..Dawn remembered my voice name and situation more than six months after last conversation.. Folks that speaks volumes !!”

Practice Areas

Estate
Planning
Elder Law
Probate Medicaid
Planning

Our goal is to leave you feeling more secure about your future

We start with a free consultation. We take time to understand your situation We answer your questions We explore all your options

Our goal is to leave you feeling more secure about your future