PROTECT AND CONTROL YOUR INTERESTS. Estate planning is a process of determining WHO will receive your assets after your death and WHEN and HOW the transfer will occur. The process should be conducted with an eye toward minimizing or eliminating the costs of taxes; probate; overall legal costs; settling the estate quickly, and maintaining as much privacy as possible. CORE SERVICES ESTATE PLANNING / TRUSTS / WILLS / POWERS OF ATTORNEY With 60% Americans not engaging in any estate planning process, our firm recognizes the need to educate people about estate planning options and to spur thinking about planning for their family’s future. Smart estate planning must be flexible to account for life’s changes, whether they are personal, such as the ability to change or add beneficiaries; or prompted by external circumstances, such as changes in tax law. 1031 EXCHANGE SERVICES Section 1031 of the Internal Revenue Code provides taxpayers a “safeharbor” to defer capital gains tax liability. A qualified ntermediary is necessary to escrow equity, prepare documents, oversee the closing process and work with the taxpayer’s advisors. BUSINESS SERVICES Contracts, Corporations, Limited Liability Companies (LLC) and Real-Estate transactions.