Starting a business is an exciting step, but it’s important to do it the right way to protect yourself and your assets. One of the main reasons to form a business entity is for liability protection—if the entity is created properly, your personal assets will be shielded in the event of a lawsuit. Avoiding situations that could “pierce the corporate veil” is key, and I’m here to guide you through the process with confidence and clarity.
I meet with clients to understand their business goals and advise on the best type of entity to form, whether it’s a corporation, limited liability company (LLC), partnership, or sole proprietorship. I also work closely with your accountant to ensure the entity is structured to align with your financial and tax goals.
Some of the essential documents I prepare include:
- Operating Agreements
- Articles of Organization or Incorporation
- Meeting Minutes and Waiver of Notice
- Annual Reports with the Secretary of State’s Office
- Assignments of membership interests to trusts (to integrate with estate planning)
- Serving as the business’s registered agent for service of process
I also assist clients who are creating business entities for real estate investment properties. Forming holding companies for real estate investments provides liability protection and integrates seamlessly with your estate plan, ensuring membership interests are assigned to a trust to avoid probate.
Whether you’re launching your first business, structuring a real estate venture, or need guidance on maintaining compliance, I’m here to make the process straightforward and stress-free. Together, we’ll ensure your business is built on a strong legal foundation that protects your future.