Empowering Your Future, One Step at a Time

Planning Today for Tomorrow’s Security

At SilverStone, we believe that estate planning is more than just documents and paperwork. It’s about securing your family’s future, preserving your hard-earned assets, and ensuring your wishes are fulfilled. Our team of professionals works closely with you to create a tailored estate plan, providing the support and peace of mind you deserve.

Key Offerings

  • Trust Creation

    Build a secure foundation with customizable trusts that safeguard your assets for generations.

  • Business Entities

    Set up LLCs, corporations, and partnerships with precision to align with your financial goals.

  • Property Transfers

    Seamlessly manage deeds and titles to ensure assets are properly allocated to your estate plans.

  • Comprehensive Estate Plans

    Combine wills, trusts, and directives for a holistic approach to protecting your legacy.

OUR SERVICES

Tailored Expertise for Every Step of Your Legacy

We offer personalized estate planning and specialized solutions to meet your unique goals, ensuring every detail is handled with care and precision.

Comprehensive Estate Planning

  • A comprehensive plan designed to safeguard your assets and ensure your wishes are fulfilled for future generations.

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  • A flexible trust allowing you to manage your assets during your lifetime and easily transfer them upon passing.

  • Protect assets with this trust that offers tax advantages and helps shield wealth from creditors.

  • Need to update your trust? Modify the terms of your trust as your circumstances change.

  • Ensure your assets are distributed according to your wishes. A will or pour-over will directs any remaining assets to be transferred into your trust, providing an extra layer of protection and ensuring nothing is left out.

  • Appoint a trusted individual to manage your financial matters if you become incapacitated.

  • Ensure your medical preferences are honored with a legally-binding document that outlines your healthcare wishes.

  • Secure and simplify property transfers to your trust or loved ones without the complications of probate.

  • A simplified proof of trust existence without revealing full details, ideal for financial and real estate transactions.

Specialized Solutions

  • From formation to filing, we provide a complete suite of services for LLCs, corporations, and partnerships.

  • Establish a charitable foundation to manage donations, create a legacy, and maximize tax benefits. 501(C)(3)

  • A tax-efficient vehicle to donate assets, generate income, and support charitable causes.

  • Let us handle the complex federal estate tax return to ensure your estate complies with IRS regulations.

  • Craft detailed agreements to govern the sale or transfer of your business assets and ownership.

  • Seamlessly manage stock transfers and corporate restructuring with our expert guidance.

  • Expert advice to grow and preserve your wealth through strategic, tailored investment plans.

  • Comprehensive planning to align your financial goals with your estate, ensuring lasting success for your legacy.