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Business & Estate Planning

Buy/Sell Agreements

In the event of a business partner's death or incapacity, a buy-sell agreement ensures the financial care of the deceased surviving family. It also allows the surviving partner to focus on their business, rather than the potentially overwhelming complexity of the surviving family.

Operating Agreements

A key document used by LLCs that outlines the business' financial and functional decisions. This document creates adding protections to your company and decreases your personal liability.

Charitable Foundations

Put your passion for service into action by setting up a 501c3. Your positive impact will also entitle you to Tax Exemption status such as:

  • Exemption from Federal income tax;

  • Tax-deductible contributions;

  • Possible exemption from state income, sales, and employment taxes;

  • Reduced postal rates;

  • Exemption from Federal unemployment tax; and.

  • Tax-exempt financing.

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