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last will & testaments
This legal document states how your property and assets will be distributed after death, lists beneficiaries, appoints guardians for minor children, and names a personal representative (executor) to carry out your wishes. It has no legal power during your life, and it is subject to the public probate process after death.
trusts
A Revocable Trust is a legal tool, also known as a Living Trust or Revocable Living Trust, that you create during your lifetime to hold and manage your assets. It allows you to control your assets while alive, plan for incapacity, and transfer the assets to beneficiaries after death. A Revocable Trust also allows your estate to avoid the public probate process to which Last Will & Testaments are typically subject.
An Irrevocable Trust is a legal document which involves giving up ownership and control of your assets once they are transferred into the trust. This trust structure is difficult to change once it is legally formed, but it can remove assets from your taxable estate and provide asset protection from creditors, while avoiding the public probate process.
A Special Needs Trust (SNT) is designed to hold assets for the benefit of a person with a disability without causing them to lose eligibility for means-tested government benefits, such as Medicaid or Supplemental Security Income (SSI).
powers of attorney
A Durable Financial Power of Attorney (DPOA) is a legal document allowing you to name an “agent” to manage your financial affairs if you become unable to do so due to incapacitation. Its durability means it remains effective even if you are mentally or physically incapacitated.
A Durable Power of Attorney for Healthcare (DPOA-HC) is a legal document that allows you to name a trusted person (“agent) to make medical decisions should you become unable to do it yourself. It is different than a Living Will, which directly states your end-of-life care preferences.
You can combine your DPOA-HC with your Living Will in order to create what is called an Advanced Healthcare Directive.
business entity formations
This is the legal process of creating distinct business structures (e.g. LLCs, Corporations, or Partnerships) that define business ownership, management, taxation, and liability. The process requires specific government registrations and filings to become operational. This is a crucial first step for entrepreneurs, impacting legal obligations and financial responsibilities.
contract drafting and review
This legal service is designed to keep small businesses compliant and manage a business’s risk of legal liability by way of comprehensive contracts. Clearly written, unambiguous contracts, such as internal founder agreements (e.g. partnership agreements, LLC agreements); employment agreements, vendor/supplier contracts, sales/service contracts, and non-disclosure agreements, transform vague understandings into enforceable, protective documents. Well-drafted contracts prevent costly disputes, fines, and operational disruptions by defining obligations, liabilities, and remedies.
employee handbooks/codes of conduct and internal investigations
Employee handbook and standards of conduct are crucial for small businesses. They set clear expectations, ensure legal compliance, reduce workplace confusion, and protect against lawsuits by documenting policies. consistent application, and a fair process for handling workplace misconduct. The use of a properly drafted handbook and code of conduct fosters a professional, aligned culture and smoother operations.
Internal investigations are the practical application of the rules set forth in a business’s employee handbook and code of conduct. Internal investigations act as the mechanism to verify if the rules outlined in the handbook and code of conduct have been met and ensure any disciplinary action taken is fair and legally defensible. Conducting investigations through legal counsel can protect sensitive findings under attorney-client privilege, preventing them from being used against the business in later litigation.
