We at Lavelle & Finn work with you to ensure your objectives are met. Our hands-on, personal approach is designed to make sure you feel comfortable and fully informed. You are not simply a client at Lavelle & Finn – you are part of the family.
ESTATE PLANNING, WILLS, TRUSTS & ADMINISTRATION
Estate Planning & Elder Law
Well-designed estate planning efficiently transfers your assets to your family and designated beneficiaries while minimizing costs, taxes and delays. Our team works with you to identify your individual goals and maneuver through state and federal laws. We are there to safeguard your plans and your family’s future.
Asset Preservation
We are familiar with the full range of pitfalls associated with asset preservation. We take a multidisciplinary approach to help you keep what is yours, deploying protection against taxes, potential creditors and predators.
Estate Administration & Probate
We are there for your family when tragedy strikes. Continuing your care for them, we work with your survivors to manage your estate as efficiently and cost-effectively as possible. Your family’s interests are our interests.
BUSINESS TRANSACTIONS
Corporate & General Business Counseling
Getting comprehensive legal guidance for your business on a day-to-day basis frees you up to effectively run your business. We make ourselves accessible to you with the timely assistance you need to make sound decisions –on time, every time.
Mergers, Acquisitions & Private Equity
We are always here to advise you on attracting strategic partners or new capital, planning the sale of your business or purchasing another, or successfully implementing major transactions. Our team of dedicated professionals has the legal insight and business relationships that will help your new venture succeed.
Business Succession Planning
Assuring that your family business passes to the next generation is the last test of greatness for any business owner, and, therefore, planning is essential. We work with you to develop a succession strategy and provide the legal framework you need to ensure your business follows the path you have outlined.
Commercial Real Estate
We work with developers, contractors, investors, lenders, and business owners across all levels of real property acquisition, development, leasing, and sales. In such complex deals, you want a single point-of-contact and end-to-end provider to address your needs. You can count on us to structure transactions for maximum tax and asset protection through negotiating, drafting, and implementing the operative transaction documents.
TAX CONSULTING
Income Tax Planning & Compliance
Income taxes are increasingly major budget line items for businesses and business owners. We work with you year-round to identify strategic opportunities that will ultimately help you preserve more of your income and build assets. Our tax professionals can assist you in structuring your business transactions in the most tax efficient manner and also ensure that your business operations and transactions are properly reported to the appropriate taxing authorities.
I don’t have enough wealth to worry about taxes. Should I still do an estate plan?
I have a family business that I’d like to start passing to my children, but I’m concerned about maintaining the business as our family’s principal source of income. What do I need to consider?
How long after my estate planning documents have been executed should I review and update my estate plan?
Changes in financial circumstances