Family Transactions

Family Businesses and Family Homes

Special planning may be needed when a client’s assets include a business or a family home that the client wants his or her family to continue owning after his or her death.   We will work with clients to develop the best strategy for passing on these assets to family members.

Intra Family Loans

We can also work with families when a family member makes a loan to another family member.  We can help clients with preparing the necessary paperwork for the loan and how to acknowledge the loan in the estate plan.