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Trust, Estate, and Business Planning

The primary purpose of Harrison Law is to effectively represent business owners in every aspect of their respective businesses. As such, Harrison Law assists both businesses and individuals in estate planning.

Business owners have specialized estate planning needs. Business ownership requires plans not only for the business in the event of disability or death, but for family members and loved ones as well. Failure to prepare could jeopardize a business when a major life event happens. More importantly, failure to have both estate and business succession plans could leave the business owner’s loved ones struggling at the very time when they should be concentrating on other matters.

In order to protect our client’s interests, Harrison Law offers business succession planning, including the creation of specific business succession plans and other agreements catered to the needs of individual businesses and their owners. Additionally, Harrison Law can integrate the business succession plan with the individual owner’s estate planning to ensure that the business, family, and loved ones are all provided for in the event of death or disability.

Harrison Law offers estate planning not just for business owners, but for individuals and their families as well. Estate planning is one of the most important steps a person will make for both themselves their families. Formation of an estate plan will help ensure that the individual’s property and health care wishes are honored, the transfer of assets occurs as smoothly as possible, and that family and loved ones are provided for in the event of death. The most important aspect for families is that a proper estate plan can help care for and protect young children or vulnerable adults to make certain they are cared for.

Oftentimes, estate planning is cost-prohibitive. As a result, individuals, couples, and families with children avoid proper estate planning or attempt to utilize on-line or self-help services that do not cater to their actual needs and are unnecessary. As an alternative, Harrison Law has developed estate planning packages that are both cost-effective and provide the estate planning features that most individuals and families need.

Harrison Law can assist businesses, their owners, and the general public in estate and business matters, including, but not limited to, the following:

  • Complete estate plans
  • Business succession plans
  • Coordination with the business or owner’s tax advisor, financial planner, or accountant to create the optimal succession plan for tax and other purposes.
  • Creation of other business entities to manage assets
  • Asset Protection
  • Trust agreements
  • Wills
  • Powers of Attorney for financial, health care, and mental health matters
  • Living Wills and Disposition of Remains documents
  • Special Needs Trusts
  • NFA Firearms Trusts

At Harrison Law, we want to be the firm that our business and individual clients look to not only when a dispute occurs, but for everyday legal matters.