We strive to form lifelong relationships and to provide a refreshing experience. By delivering personalized attention, premier service and empathetic, mindful and holistic counsel, we help families and business navigate the minefield of estate Planning and business planning.
ESTATE PLANNING | PROBATE | TRUST ADMINISTRATION | BUSINESS PLANNING
You too can be a testimony today and you can make good profit too.
WhatsApp:+1 (669) 257 2402
WhatsApp:+1 (443) 264-4420
I fully recommend Barry and his firm after using him (much better service compared to a previous firm I hired)
Create a Flexible Plan
Protect Your Assets
Keep assets in the family for your spouse & kids not creditors.
Avoid Court and Conflict
Save time and money; minimize hassle and surprises
WHAT CLIENTS SAY
IAN, FT. LAUDERDALE
WHAT CLIENTS SAY
IAN, FT. LAUDERDALE
SMOOTH TRANSITIONS BETWEEN GENERATIONS
Bypass the hassle of probate and guardianship proceedings. Save your family from immersing itself in your business and financial affairs so they can grieve in peace and move on with their lives as quickly and as painlessly as possible. Control every aspect of their inheritance even beyond your death.
ELIMINATE THE NEED FOR PROBATE PROCEEDINGS
Probate is time consuming, expensive, unpredictable, not private, painful for your family and is often completely avoidable.
ELIMINATE THE NEED FOR GUARDIANSHIP PROCEEDINGS
If incapacitated by illness or injury, guardianship is time consuming, expensive, unpredictable, not private, painful for your family and is often completely avoidable.
CONTROL ALL ASPECTS OF YOUR BENEFICIARIES' INHERITANCE
Your state will choose who inherits your property if you fail to plan ahead. This sometimes has very undesirable consequences. Planning enables you to control all aspects of your beneficiaries’ inheritance even beyond your death, including the timing, manner and conditions of distributions. Keep property in your family or bloodline. Protect and preserve your beneficiaries’ interests in their inheritance from themselves if financially irresponsible and their lurking creditors or future creditors.
REDUCE IF NOT ELIMINATE ESTATE, GIFT AND GST TAXES
The laws are unpredictable at best. With tax rates topping 50%, failing to plan may result in the United States Treasury inheriting much of your estate instead of your family. Use time tested strategies and techniques that get results.
SHIELD YOUR ASSETS FROM CREDITORS
Take advantage of assets that are “off limits” to creditors. Isolate and Insulate your business assets. Protect the assets of your beneficiaries to ensure your assets remain in your family for generations.
GIVE YOUR BUSINESS PROTECTION AND DIRECTION
Form the most appropriate business entity for your business, legal, tax and accounting needs. Execute proper governing documents, which are important because they provide for all aspects of the business’s operations, including management and operations, ownership, liabilities, restrictions on transferring interests, income tax treatment, allocations of profits and losses among owners, and each partner’s rights and obligations. Make sure your contracts are strong.
DESIGNATE HEALTH CARE SURROGATE AND POWER OF ATTORNEY
Designate who you wish to make health care decisions on your behalf when you are unable to do so. Choose who will serve as your attorney-in-fact over your financial and administrative affairs.
OBTAIN PEACE OF MIND
Planning ahead effectively enables your estate to pass seamlessly to your beneficiaries in accordance with your specifications. Their interests are preserved and protected for generations by avoiding probate and guardianship, minimizing taxes and avoiding keeping their interests away from creditors.
FLEXIBLE AND AFFORDABLE REPRESENTATION
Relative to other firms, our fees are generally fixed and substantially lower. We can afford to charge lower fees given our overhead, innovation and efficiency in our operations. Not only are our fees lower, but we offer alternative fee agreements, such as offering you the ability to pay over time. Some clients use their credit cards. Others pay over the course of a year. Being affordable and flexible makes it very hard for our clients to forego planning because of financial limitations.