Estate planning allows you to create personalized legal documents, which gives you the assurance that everything will be OK if something bad happens (like death or permanent incapacity). Your plan is unique and tailor-made to your specific objectives, and we know the right questions to ask to get you there. We also help you to avoid or reduce the payment of taxes upon death so that more can pass to your loved ones.
Depending on your circumstances, you may need one or more of these legal documents:
Probate is the legal process by which a deceased person's assets are transferred to his or her loved ones. It involves going to court and following specific procedures under state law.
We will help you by:
Nobody owes any public duty to pay more taxes than the law demands. We will help you arrange your personal or business affairs to be more efficient in paying your taxes, whether it's income tax, estate tax, gift tax, or generation skipping tax.
We can also help you with disputes with the IRS or state, including audits and appeals. Matt Wiese has an LL.M. in Tax and is admitted to practice before the United States Tax Court. He has helped clients overcome tax burdens through Offers in Compromise, Collection Due Process, and Innocent Spouse Relief.
We will assist you in the preparation of contracts and agreements, the purchase and sale of your business, employment relations, business operations, formation, and dissolution. These services include: