We believe we have a unique law practice that is a personal service business. We want to build a relationship with our clients and their families that spans more than a lifetime. We care about the people we work for and all of us at Larson & Brown, PA want to make the experience of working with us as pleasant and full of value as possible.
We help people get their affairs in order. We educate our clients and help them to understand what needs to be done to properly plan for the possibility of incapacity and the inevitability of death.
We help our clients deal with the very real concerns that exist in our world, such as Alzheimers, incapacity, divorced children, creditors and predators, the child who cannot handle financial matters prudently, the “special needs” child, the daughter whose marriage is unsteady, and the grandchild who needs an education. We assist clients in promoting the goals and ultimate legacy that good planning can accomplish.
We provide lifetime planning as well as estate planning for individuals, families and small businesses. We assist in the preservation of wealth from the pitfalls of taxes, unnecessary expenses, and those who would take our unprotected assets if they could get their hands on them.
What do we bring to the table? Of course we prepare many documents, however, it is the advice, direction, and counseling that are of significant value to you and your family members. Our education, training, and years of experience allow us to understand and then plan to meet the specific needs of the client involved.
We have assisted over two thousand clients complete their estate plans over the past 34 years. We understand the Medicaid “maze,” and are regularly involved in assisting families when a parent or spouse becomes incapacitated. We have had hundreds of situations where clients with trusts have died and have assisted in the administration process. We have also assisted families in many situations where probate is necessary because more sophisticated planning was not done before a death occurred.
For example, we regularly assist clients in all of the following:
-Farm and Ranch Planning
-Planning for distributions to children, both minors and adults
-Planning for incapacitated parents
-Proper use of beneficiary designations
-Powers of Attorney
-Planning for the possibility of needing Medicaid
-Planning for Special Needs children
-The use of Life Insurance and Long-term Care insurance as part of the plan
-Special Needs Trusts
-General Warranty Deeds and Quit-claim Deeds for real estate
-Transfer on Death Deeds for real estate
-Charitable Remainder Trusts
-Charitable Lead Trusts
-Planning with Community Foundations for Charitable Purposes
-Asset Protection for Professionals
-Asset Protection for successive generations
-Entities to hold and control family assets and family business interests Corporations
-Limited Liability Companies
-Proper use of beneficiary designations and joint tenancy with the right of survivorship
We have an open door and phone line for our clients. We want to continue the relationship after the planning is in place and provide assistance and direction in the life of our clients as they continue to make decisions and acquire property.
We also provide assistance in dealing with necessary issues after the death of an individual, such as probate or trust administration.
We are not a litigation firm. We do our best to avoid adversarial contests whether it is a personal or business related lawsuit. When our clients need assistance in these areas we refer them to people who are as good at litigation as we are at planning.
We don’t handle bankruptcies, employment matters, landlord/tenant disputes, criminal defense, divorce, family law, collections, traffic matters, personal injury, wrongful death, or medical malpractice.
We provide our clients counsel, education and understanding in an office that has easy access and is in a comfortable setting. We are not part of a large law firm that has different divisions and areas of practice, complete with the incredible overhead of the big firm. Therefore we can provide quality service at a reasonable cost.
We take the time to get to know our clients so that we can provide good advice based upon who they are and what is important to them. We take into consideration their personal family concerns and the nature of their property and desires for both.
Our clients typically need information and assistance in understanding the following:
1. What planning can be done to maximize resources and income in light of the potential for incapacity and long-term care concerns.
2. We explain the agencies that participate in providing programs, and in particular can provide guidance for those faced with needing to become
eligible for Medicaid.
3. We provide an understanding of how assets can be controlled, protected and properly transferred in the event of death.
4. We can explain income, gift, estate, generation-skipping, capital gains and how to minimize tax concerns based upon a client’s specific situation.
5. We understand how to explain and implement advanced estate planning techniques for tax and asset protection purposes.
Whenever possible, we want to include the other advisors who are providing you with valuable services so that we are all focusing on what is best for you. This means your financial advisor, accountant, stock broker, life insurance agent, banker or other professional is more than welcome at any meeting we have together.
We work hard to maintain good communication and develop good relationships with our clients. It is our goal that all of our clients and their families feel better and are provided with quality advice for having come into contact with our office.
We invite you to call us at 729-0100.