Business & LLC Formation
Who This Is For
Forming a company makes sense if you...
✓ Own or are buying a rental property
✓ Run a business from your home or shop
✓ Work as an independent contractor or consultant
✓ Want to separate business risk from family assets
An LLC or corporation puts a legal wall between what you do and what you own. We make sure the wall gets built correctly — and that your family owns it through your trust.
What we prepare & How It Is Structured
Articles of Organization or Incorporation, filed with the Secretary of State
Operating Agreements and Bylaws prepared at your direction · EIN registration
Statement of Information filings
Trust transfer of your ownership interest — so the company is owned by your living trust, not stranded outside your estate plan