Many of our clients are business owners. We have represented entrepreneurs from family-owned “mom and pop” operations to large franchises and companies with multiple locations in several states. We help business owners design, implement and maintain effective plans to help them reduce their personal liability, preserve all viable income tax deductions, facilitate the owner’s retirement, maintain family harmony, retain key employees and minimize income, gift and estate taxes.
To help owners protect estates and businesses that have been a lifetime in the making, we focus on an integrated approach to planning. This approach includes legal, insurance, financial and tax planning issues. More important, it includes discussions about family values and belief systems. As a result, we rely heavily on the expertise of our clients’ other professional advisors to help create the most effective team for our clients’ success.
Some of our business representation is done on an hourly basis. Hourly rates differ for attorneys and paralegals. We will give you a “best estimate” of the total fee based on the scope of the work we’re hired to do. In most cases, however, we will quote you a flat fee to perform your legal work. In any event, we and our clients will sign an Engagement Agreement that identifies each of our rights, duties and obligations, and the agreed upon fees structure.
Initial meetings for all business-related matters will vary in time depending on the topics discussed. We charge for initial consultations with our lawyer, because you will be giving legal advice and various strategies. Although you have no obligation to hire us to work for you after the first meeting, you will receive advice and information you can use immediately.
If this interests you, please ask more about it when you come into meet with us for a LIFT Foundation Audit of your existing business or a LIFT Start-Up Session for a not yet started business. Contact our office for availability.