IF YOU CAN USE OUR ASSISTANCE WITH ANY OF THESE MATTERS PLEASE CALL OUR OFFICE

   Taxation:

• Are you paying more taxes than legally required?
• Are your assets positioned to minimize your taxes in the future?

   Estate Planning/Trusts/
   Probates/Conservatorships:

• Will your intended heirs receive your assets as you have planned?
• If you become incapacitated, will your assets be managed for you and will someone be there to make crucial decisions for you?
• Will your assets provide for you during retirement?
• Will your assets provide for you if you become incapacitated or need nursing home care?
• Are there alternatives to meet health care costs and leave assets for your family?

  Telephone and in-office appointments are available to discuss your particular circumstances.

   Real Estate:

• Can you take advantage of a 1031 Exchange to defer taxes on the sale of your investment or business property?
• Is there a way to co-own property with relatives or friends to achieve your mutual goals?
• Who can provide legal representation for sophisticated institutional financing of your property?
• Are the legal documents for your real estate transaction meeting your needs?

   Business:

• Are you using the best form of business entity to conduct your business?
• Will your business be transferred to the desired person under the most advantageous economic circumstances to benefit you and your family upon retirement or premature death?
• Will your best interests be served by the legal documents you are being asked to sign?