➧ Collect your financial documents
➧ Assess retirement plans and trajectories
➧ Evaluate and confirm beneficiary designations
➧ Ensure disability/powers of attorney are updated
➧ Review limited liability opportunities and structures
➧ Evaluate the need for forbearance requests
➧ Consider trust options
➧ Ensure you are protected under any purchase and sale contracts
➧ Review/update your lease agreements and negotiate work out mitigations
➧ Analyze investing opportunities: buy low when others are selling.
➧ Take this opportunity to plan for the future to protect your wealth and family
➧ Planning now will protect your family during any future crisis
Death of a loved one can be overwhelming, but we are here to help you.
Conflict during this period of mourning can bring out the worst in a family.
Allow our experienced attorneys to assist you in navigating the process and receiving much needed inheritance funds
➧ Both federal and state relief is available now for small businesses, employers and employees/unemployed.
➧ Evaluate your options and pursue them aggressively while programs are still available.
Specializing in transactional work – real estate, probate, estate planning, title, TOPA, investments, private lending and real estate sales brokerage.