Estate Planning & Trusts
Creating an Estate Plan creates a peace of mind. Every family should have their own estate plan, it is the only way to ensure your family will be taken care of if you become incapacitated or pass away.
Services Include:
- Wills
- Trusts
- Power of Attorney
- Healthcare Directives
- Estate Administration
- Trust Administration
- Probate
Business Planning & Counseling
Starting a business is exciting and running your business is your job and your passion. Guiding your business formation and assisting with contracts and legal documents is our job and where we excel.
Services Include:
- Business Formation, Amendment and Internal Agreements (LLC, Corporation, Partnership, etc.)
- Contract review, negotiation and drafting
- Buy-Sell Agreements
- Business Succession Planning
Tax Planning and IRS Representation (federal and state)
Having an individual or business tax plan is key. When a tax problem arises you need to act quickly, the longer you wait the more expensive the tax issue will become.
Services Include:
- Review business plan for tax considerations
- Review estate plan for tax considerations
- Represent individual or business against IRS
- Represent individual or business against Alabama Department of Revenue
Real Estate
Closing a real estate transaction requires the right documents. My experience in this area can save you time, money and headaches.
Services Include: 
- Deeds (general warranty, special warranty, quit claim)
- Mortgage and Notes
- Vendor Liens and Notes
- Releases
- 1031 Tax Free Exchange