Secure Your Family and Your Future

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Estate Planning |  Wills, Trusts, Probate, Estate Administration
Business Planning | Entity Formation, General Counsel, Business Succession

Estate Planning You Can Trust

Welcome to [FIRM NAME], where we first educate you about your options, then collaborate with you to create an estate plan that preserves your desires. 

We have strategies to avoid probate. If you  and if you find yourself handling probate for a loved one, we can help you too.

Protect Your Children

If tragedy strikes, ensure your minor children are taken care of by who you want.

Avoid Probate

Learn and implement the strategies to avoid probate, so your loved ones aren't stuck in a drawn-out legal battle in court.

Protect Assets From Predators

Without proper planning, your assets will be exposed, leaving your heirs to defend what you've worked your life to acquire. 

Planning to Grow and Secure Your Business

Entity Formation

LLC, S-Corp, C-Corp, what's the best? We help you

General Counsel

Focusing on small businesses like yours is our passion. We know what it takes and how to help you.

Business Succession

You've built it, it's successful, now it's time to move on. We will help you prepare your business for sale. 

Business Is Booming!

I started my business out of my basement with no employees. I've grown the business considerably and now have 17 employees and I've been managing all of it myself. I'm so glad I made the time for the LIFT Audit. We uncovered the things I was doing right, and how I could change facets of my business to make it more secure. Business is better than ever!

Michael Johnson CEO

Ready For Vacation

Before my wife and I took an international vacation for our 10th anniversary we knew we needed to do an estate plan. Your process was easy, my wife felt comfortable, and we now feel like our family is protected if something tragic happens while we on vacation. Thanks!

John Physician & Dad

You Made Hard Choices Easy

Thank you for making this process easy. I was nervous that by somehow I was going to jinx myself (and family) by making an estate plan so I put it off forever. After working with you, my husband and I have more clarity about everything, plus we know exactly how our kids are going to be taken care of if something tragic happens to us.

Jennifer Smith Account Manager / Mom

Presentation:  Kids Protection

After attending this 90-minute presentation, you'll know how to protect your minor children. 

Thursday, May 1, 2019

Location Name

123 That St

Town, ST 00000

Wealth Counsel

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