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Family Wealth Planning and Asset Protection
An estate plan is more than a set of papers. It is first and foremost a relationship with a knowledgeable firm that will be there for your family when the inevitable happens. At the Law Offices of Reed K. Scott, we have a succession plan in place designed to make sure an attorney is available for your family when they need one. Your family will not get the runaround, but instead will have expert guidance through a process they will typically not be familiar with. During a time of incapacity or death, the last thing your family needs is additional complications with legal or tax issues.
The relationship first starts, by designing a plan that is right for you. We then work with you to make sure the plan is implemented and maintained. Most people get a trust and other estate planning documents and don’t look at them again for years. Our Family Advisor Maintenance System (FAMS)SM allows our clients to keep their plans up-to-date and current with law changes, financial changes and changes in personal circumstances.
Estate planning is not just for the rich and famous, it is for everyone. People with a relatively small amount of assets can benefit from a well executed and maintained estate plan. At the Law Offices of Reed K. Scott, we have clients with estates that range from $300,000 to $30 million in value. There is a plan that is right for you, both in terms of benefits and your investment in the plan.
Visit one of our upcoming seminars so you can see for yourself the difference between our services and the typical estate plan.
Or, if you can’t attend one of our free seminars, call our toll free number at: 1-877-513-5777, and order your free DVD of one of our seminars. You can also order a free report entitled “The 10 Biggest Mistakes People Make in Estate Planning.” Our toll free number is available 24 hours a day 7 days a week.
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IRS Tax Problems? We can help
Do you have a tax lien on your property? Do you owe back taxes and are not sure how you are going to pay? Because of our background and training in taxes, we have developed a focused approach for representing clients with IRS tax problems. Our attorneys are highly trained professionals, who are licensed to represent you in front of the IRS in the event of a tax dispute. Let us help you eliminate the stress of a dispute with the IRS by providing an objective third party that is an advocate for your interests. Remember, the IRS represents the government. We represent you!
Call our office for a consultation at 925-225-1025 or if you’d like a copy of one of our free reports, please call 1-877-513-5777 for a FREE RECORDED MESSAGE 24 hrs and order one of the following free reports:
- How to End IRS Problems Forever!
- How You Can-and Must Protect Your Business from the IRS if You Have Payroll Tax Problems!
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Business Planning
As more Americans become entrepreneurs, they've discovered that wise business planning is essential to their success today and their financial security tomorrow. Our law firm can help you achieve your goals, whether your business is a one-person operation or striving for a place on the Fortune 500.
Business Succession Planning
80% of business owners will not receive a dime for their business. A lifetime of work and effort with nothing to show for it. Why is this? Most business owners are so busy running the business that they don’t have time to plan for taking the wealth out. The Law Offices of Reed K. Scott works with the business owner to develop a fully integrated plan that will be implemented over a period of years to ensure you maximize the value of your efforts. Whether you want to transfer to family members, key employees, or sell to a third party, our experience in corporate law and business planning will help you achieve your goals. We have a six step process from goal definition to implementation and maintenance. This is not a financial plan you put in a drawer and never look at again. We develop a team of business advisors which will include your CPA and Financial Advisor. The team will work within the framework we have developed to achieve your goal.
- Did you know you actually could receive more cash for your business if you sold it for less not more?
- Do your key employees have the money to buy you out?
- Do your children have the funds to finance the purchase of the business without straining cashflow?
Let us show you how to create the funds to finance your retirement.
Entity Formation and Maintenance: Corporation; Partnership, or LLC?
Our experience in tax and asset protection will make sure you make the right choice when it comes to forming your business. Anyone can pick an entity that will minimize taxes, but will you also have the right entity for asset protection and bringing in future investors if needed? What about when you sell? Choosing the wrong entity type upfront can cost you thousands, or hundreds of thousands in taxes when you sell or try to transfer your business.
- Do you know what the ongoing legal requirements are for each type of entity?
- Do you know how to protect yourself?
At the Law Offices of Reed K. Scott, we can not only counsel you on the right entity to minimize taxes, but we also will offer you an ongoing maintenance plan that will ensure you are always up-to-date and current on your legal requirements.
Lawsuit & Asset Protection
In today's litigious world, you've never faced greater threat from predators who will try to use the legal system to deprive you of your life's work. These legal battles can be devastating--and even if you prevail, can cost you everything you've taken a lifetime to build. We can help with strategies for safeguarding your assets.
Family Limited Partnerships
A strategy that can help you meet such diverse goals as estate planning and protection from lawsuits, the Family Limited Partnership may be something you should consider. We will help you determine if it's right for your business and family.
Limited Liability Companies
Tax-advantaged status and liability protection are the hallmarks of this legal tool. If we determine that a Limited Liability Company is appropriate for your situation, we will ensure that you derive all the benefits this company structure offers.
To request a consultation, please call our office at 925-225-1025 and one of our legal assistants will schedule a convenient time for you.
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Financial Planning Assistance
Helping clients preserve their wealth and achieve their long-term financial goals.
Our law firm's philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. We offer FREE estate and financial plan reviews. During these complimentary reviews we will:
- Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation;
- Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes;
- Review your assets to be sure they are properly titled in your living trust and;
- Analyze the impact of the new tax law changes to see if your estate planning documents need to be updated.
In addition, we will answer any questions you may have regarding the recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate planning documents. Please contact us for your financial and estate plan review today!
To request a consultation, please call 925-225-1025 and one of our legal assistants will schedule a convenient time for you.
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Children’s Protection Package
If you have minor children (under 18 years of age) there is more to planning than just managing money. You must appoint legal guardians or the court will appoint them for you when you die. When we counsel parents of minor children, it is more than just naming a guardian and a trustee, we also help you develop complete instructions to your guardians and trustees so they will know exactly what your wishes are and how to carry them out.
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Planning for Those with Special Needs
Assistance in creating plans with disabled family members in mind.
Planning for the care of loved ones with special needs certainly tops the list of emotionally-charged topics. The mere idea wrenches the heart of any parent; if untimely death or disability strikes, who will care for your children? The peace of mind parents gain from a well-designed estate plan, more than compensates them for having to plan for the unthinkable.
How A Special Needs Trust Works
A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a disabled child without disrupting the child’s eligibility for government aid. Setting one up is a fairly simple process. Important points to remember while investigating the use of this estate planning tool are:
- Decide on an appropriate guardian for your child.
- Determine who would be a suitable trustee(s) to manage the trust's assets and supervise your child's finances.
- Outline instructions for your child's education, housing and other personal needs.
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When Loved Ones Pass Away
Probate Assistance, Trust Administration
If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. If your loved one had a Will, the family will go through a process called probate. If your loved one had a Trust, the family will go through a process called trust administration.
Our law firm strongly believes that a wisely drafted, carefully executed estate plan is the critical component of a family's wealth management. Our firm's guiding principle is to provide families with quality estate planning services tailored to each client's specific needs and goals.
To request a consultation, please call our offices at 925-225-1025 and one of our legal assistants will schedule a convenient time for you, and let you know everything you will need to bring to the meeting so that we can guide you through the administrative process. Or, please call 877-513-577, for a free 24 hour recorded message. Whether your loved one had a trust, a will or no estate plan at all, our firm can help you with all of the legal requirements that are involved at the time of death.
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Emergency Health Care Information
DocuBank provides emergency access to your healthcare directives, 24/7/365, online and via phone or fax. We include DocuBank as part of our estate planning services to ensure that your living will, health care power of attorney and other medical directives will be available at the hospital when you need them, where you need them.
Be sure to carry your DocuBank Emergency Card in your wallet -- next to your driver’s license or health insurance card -- at all times. You should also periodically update your emergency contact and medical information stored with DocuBank. To do so, simply click here or on the DocuBank logo. For more information on this valuable service, visit www.DocuBank.com.
Law Offices of Reed K. Scott Office Locations
SAN RAMON
7 Crow Canyon Court
Suite 200
San Ramon, CA. 94583
Phone: (925) 225-1025
Fax: (925) 225-1027
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PLEASANT HILL
2255 Contra Costa Blvd.
Suite 312
Pleasant Hill, CA. 94523
Phone: (925) 225-1025
Fax: (925) 225-1027
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