Estate and Wealth Transition Planning
No one wants their death or incapacity to burden their loved ones. At the worst possible time, lives become consumed with stress, inconvenience, and financial uncertainty. Worse still is that your wishes may not be followed, and the most important decisions left to a probate court. It could be your family, and the children you worked so hard to provide for, paying the price for your lack of planning.
ESTATE
60% of American Adults Are Unprepared
Don’t be one of them: Without a will and estate plan your loved ones, especially minor children, are at great risk. We ensure appropriate guardianship for minor children, efficient transition of assets to your chosen beneficiaries, and help you avoid the unnecessary time and cost associated with probate — it’s real peace of mind.
ESTATE
Our Streamlined Process Protects Everyone
Providing protection for all that your hard work has earned. A business you’ve built, assets you’ve accumulated, and/or the legacy to pass down for your family’s secure future. An efficient, proactive, and holistic approach for people and families of all ages.
ESTATE
HLO Complete Estate
Planning Services
- Wills and Testamentary Trusts
- Revocable Living Trusts and Probate
Avoidance Strategies - Durable Power of Attorney
- Advance Medical Directives
- Estate Tax Planning
- Gifting and Wealth Transition Planning
- Business Succession and Contingency Planning
Our portfolio of legal services and our experienced team is prepared to help at every stage of your journey.
A No-Obligation introductory meeting can help get you started, and our Questionnaire has been created to save time and simplify the process.
For General Information, click HERE
Trusted Business Counsel
Business Planning is easy to misunderstand. Business owners are often consumed by the highs and lows of daily business. Important, but only part of the picture. Taking a different approach, guide your business from its formation through growth and maturity to sale, with the right legal strategy to position the business for maximized growth with minimized risk and tax impact.
Business
Proven Business
and Financial Guidance
Every business is unique and every industry has its own challenges. We help every client bring their vision to life and achieve sustainable success.
Business
Ensure What You’ve Built
is Fully Protected
We start with a plan for well into the future. Then we build-in flexibility to accommodate changing goals and lifestyle, family members and other stakeholders.
Complete End-to-End Business Services
- Entity Formation: LLCs, Corporations, S-Corps
- Shareholder Agreements and Documentation
- Business Transactions
- Strategic Business Planning
Comprehensive Business Succession Planning
- Sale, Merger and Acquisition
- Key-Employee Planning
- Buy-Sell Agreements
- Succession and Contingency Planning
Wealth Preservation
Early in his career, Aaron identified why clients are so frustrated with their attorneys and financial advisors. Most advisors don’t know the law, and most lawyers don’t understand the complexities of securities, insurance and investments.
Strategy
Two Very Different Sides of the Same Coin
What most every attorney and advisor misses is that the right strategy requires the understanding that building wealth is only half the battle; protecting it for the future is the other half. The best approach requires an understanding of both.
Strategy
Specialized Expertise and Certification
Committed not only to serving his client’s legal needs, but to assisting them with investing, wealth management, and financial planning, Aaron’s separate but complimentary financial planning practice allows him to give his clients the best of both.