At Layman D'Atri & Associates, we are devoted to working with our clients to help them determine their long-term personal financial goals. We also work with our clients in building their estate assets with a view to minimizing tax liabilities. Protecting wealth for your loved ones and yourself is equally important to us, that is why we are here to help you. We focus on a broad range of integrated and comprehensive personal services for the firm’s individual clients, families, and businesses. Contact us today and we will help you take the first step to something bigger.
A powerful trust starts with documentation drafted with care. That is where Layman D'Atri & Associates come in, a qualified attorney with an understanding of your specific situation as well as current federal and state laws.
1.) Pass wealth efficiently and privately to your heirs.
2.) Preserve assets for heirs and favorite charities.
3. ) Reduce estate taxes for married couples.
4.) Gain control over the distribution of your assets.
5.) Ensure that your retirement assets are distributed as you’ve planned.
6.) Keep assets in your family.
Let us go deeper into this topic, contact us today!
When you get down to it, a business plan is just a guide. A map for your business that shows your goals and goes over how you plan to achieve those goals.
Business plans don't have to be a long drawn out document. In fact, they should be short and concise.
If you have a big, detailed, and ongoing business plan that never seems to end, then no one is going to want to read it! We wouldn't want that.
An Excessively long business plan is a big pain to handle, you want to be able to refine this over time.
We offer the following services:
- Review of governing documents to ensure they are current, properly coordinated and comply with state law;
- Prepare notices and minutes of required meetings;
- Assist with re-titling and transfer of assets into the entity;
- Regularly update governing documents to incorporate new business strategies, changes in family and financial circumstances and improved legal language;
- Annually review corporate documents; and
- Assist with titling of newly acquired business assets
A legacy trust is also known as a wealth trust. A legacy trust is an unchangeable trust that lets you put aside assets for future generations. The legacy trust is a flexible asset protection and saving option that allows you to use funds for emergency situations or create an estate to pass on.
We are familiar with the legacy trust act and are capable of advising you about whether it's the right choice for your situation.
Probate is a court supervised process with respect to the administration of the Estate of a deceased person. It specifically resolves all claims and distributes the decedent's property under a valid will or the state laws of heirship.
Probate can protect the instructions of the deceased person.
Probate can also clerify wether an executor or administrator are the personal representatives of the decedent's estate.
Learn what else probate is all about.