Many of our clients are business owners. We represent entrepreneurs because we are entrepreneurs. We help business owners design, implement and maintain effective plans to help them reduce their personal liability, preserve all viable income tax deductions, facilitate the owner’s retirement, maintain family harmony, retain key employees and minimize income, gift and estate taxes.
To help owners protect estates and businesses that have been a lifetime in the making, we focus on an integrated approach to planning. This approach includes legal, insurance, financial and tax planning issues. More important, it includes discussions about family values and belief systems. As a result, we rely heavily on the expertise of our clients’ other professional advisors to help create the most effective team for our clients’ success.
In most cases, however, we will quote you a flat fee to perform your legal work. In any event, we and our clients will sign an Engagement Agreement that identifies each of our rights, duties and obligations, and the agreed upon fees.
Initial meetings for all business-related matters will vary in time depending on the topics discussed. Because we will be giving you legal advice and discussing various strategies, there is a charge for this meeting. Although you have no obligation to hire us to work for you after the first meeting, you will receive advice and information you can use immediately.