Maybe you've heard of these documents. Maybe you know you need one. Or maybe you already have some. The reality is that these documents are only a portion of what it means to create an Estate Plan. Getting a handle on your circumstances and then becoming educated on your options are critical to making good choices so that you can keep your family out of court and out of conflict.
If you own a business, you probably wear a lot of different hats. You probably also know that you need a lot more structure and support for your business than you already have, although you might not know exactly what that entails. With a LIFT (Legal, Accounting, Financial, and Tax) Assessment, you can get a handle on where you're strong and where you need some extra help.
If your relative passed away with or without a will, you're probably destined for probate court where you'll make sure their assets go to the right people in the right way. As responsible individual, you'll want a guiding hand to help navigate the court process and the confusion that often come with dealing with banks, real estate agents, accountants, etc.