If you do not have a Power of Attorney for Finance (“POA”) as a part of your estate plan when you become incapacitated, the results may be devastating. Your family will almost undoubtedly have to petition the court to establish a conservatorship to make financial decisions on your behalf (and medical decisions if you do not have an Advance Health Care Directive (“AHCD”). With a POA, your family will likely be Read More
Our team consists of professionals with a Master's Degree (L.L.M.) in Tax Law, and a Certified Tax Coach. We are dedicated to crafting forward-looking, strategic tax solutions that are tailored to the long-term goals of business owners and real estate investors to help save a boat load of money in taxes. Don't wait until it's too late to disinherit Uncle Sam and boot him out as your silent business partner!
Securing Your Legacy:
How to Protect Your Personal and Professional Assets for the Next Generation
