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  • Who We Are
    • For Business Owners
    • For Estate Planning
    • Our Founding Attorney
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    • Business Planning
    • Business Succession
    • Estate Planning
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    • Blog
    • Featured In News & Media
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Retrading 101

25 Aug Retrading 101: The Sophisticated Buyer’s Playbook for Taking Millions Off Your Sale Price

Posted at 09:58h in Business Planning, Financial Protection

Selling your business should be the culmination of decades of work—the moment you and your family finally realize the reward of everything you’ve built. Unfortunately, many owners fall victim to...

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The 50/50 Trap

19 Aug The 50/50 Trap:  Why Equal Equity Can Destroy a Business (and a Friendship)

Posted at 08:08h in Business Planning, Business Succession, Financial Protection, Investment Banking

Discover why 50/50 business partnerships often fail and how to protect your company, profits, and relationships from the equal equity trap....

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Why “My Spouse Gets Everything” is Not an Estate Plan

05 Aug Why “My Spouse Gets Everything” is Not an Estate Plan

Posted at 01:02h in Business Succession, Estate Planning, Financial Protection, Investment Banking, Uncategorized

Think “My spouse gets everything” is enough? Think again. Learn why this common estate planning myth puts your legacy—and your children—at risk. Discover how real planning protects your wealth beyond...

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How to Choose an Estate Planning Attorney

21 Jul How to Choose an Estate Planning Attorney

Posted at 14:14h in Estate Planning, Financial Protection, Trusts, Uncategorized, Wills

Avoid probate, conflict, and costly legal mistakes with the right estate planning attorney. Discover 10 must-ask questions to protect your legacy, family, and business from generic wills and failed plans....

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You think its just a contract

07 Jul You Think It’s Just a Contract—Until It Costs You Millions: The Dangers in the Purchase Agreement Fine Print

Posted at 13:48h in Business Planning, Business Succession, Investment Banking, Uncategorized

Selling your business? Hidden risks in the purchase agreement could cost you millions. From reps and warranties to post-closing traps, learn how to avoid costly legal pitfalls and protect your...

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How and When Your Kids Get the Money

01 Jul How and When Your Kids Get the Money: Avoiding the Too-Much-Too-Soon Inheritance Wipeout

Posted at 08:12h in Estate Planning, Trusts, Uncategorized, Wills

Avoid the too-much-too-soon inheritance mistake. Learn how affluent families can structure smart wealth transfers with built-in protection, flexibility, and purpose. Don’t let an age-based plan ruin your legacy—discover how to...

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Trust Protector – The Failsafe for Your Estate Plan

24 Jun Trust Protector – The Failsafe for Your Estate Plan

Posted at 05:46h in Estate Planning, Financial Protection, News & Media, Trusts, Uncategorized

A Trust Protector is the failsafe your estate plan needs. Learn how this powerful role can prevent trustee mismanagement, protect family unity, and adapt your trust when life throws a...

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What Every Adult Child Should Do After a Parent’s Death

17 Jun What Every Adult Child Should Do After a Parent’s Death

Posted at 07:01h in Business Succession, Estate Planning, Trusts, Uncategorized, Wills

When a parent dies, grief meets responsibility. Learn the critical legal, financial, and estate planning steps every adult child must take to protect their surviving parent and family legacy—especially in...

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Why Digital Assets Are the Most Overlooked—and Most Vulnerable—Part of Your Esta

10 Jun Why Digital Assets Are the Most Overlooked—and Most Vulnerable—Part of Your Estate

Posted at 08:43h in Digital Asset Planning, Estate Planning

You’re bullish on crypto.  You’ve invested in digital assets like Bitcoin.  You have a growing portfolio of crypto holdings.  Maybe you even have them spread across platforms and wallets. But if...

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Why Trust Isn’t Enough in Deals with Family and Friends

03 Jun Why Trust Isn’t Enough in Deals with Family and Friends

Posted at 08:07h in Business Planning, Business Succession, Financial Protection, Trusts

Trust isn’t a strategy. When investing or running a business with family or friends, it’s critical to have a legal plan—not just good intentions. Learn how to avoid the mistakes...

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Call: (609) 237-0310

Email: [email protected]

Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.

Schedule Free Initial 15-min Call

Top Rated Business & Estate Lawyer

Rated By Super Lawyers Len Garza
Peer Rated for Highest Level of Professional Excellence
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