BASIC ESTATE PLANNING

When we assist our clients with their basic estate planning needs, in addition to providing individual guidance and advice, we discuss the preparation of the following documents tailored to our clients’ needs:

  • Simple wills

  • Wills with children’s trusts

  • Durable financial power of attorney

  • Health care directives

  • Voluntary appointment of guardians

  • Living wills


GENERAL BUSINESS PLANNING

When our clients are looking for advice on either setting up, operating or retiring from a small business we can provide advice on the proper forms and actions to take to meet the client’s needs. We assist in:

  • Setting up limited liability companies

  • Setting up closely held businesses

  • Preparing LLC operating agreements

  • Preparing organizational minutes and bylaws for the closely held corporation

  • Preparing bylaws, minutes of meetings and meeting notices

  • Purchase/ Sale agreements

  • Assignment of LLC interests or stock

  • Cross stock purchase agreements

  • Stock restrictions

  • We assist in preparing the filings for State of New Hampshire approval and we work closely with our clients’ other advisors such as CPA’s and financial advisors


REAL ESTATE – RESIDENTIAL

Jim and both paralegals are equipped to handle all aspects of the residential real estate transaction. We have extensive experience in representing all parties in a real estate transaction. We have represented the first time home buyer, the experienced investor, the builder and many local lending institutions.  Our decades of back titles throughout New Hampshire and our association with First American Title Insurance Company since the early 1980s enables us to work quickly and affordably in order to assist our clients, large or small. We pride ourselves in our affordable service to our clients.

  • Deed preparation

  • Purchase and sale agreements

  • Title searches and updates

  • Closing preparation and representation

  • Title insurance

  • Lender representation

  • Private financing

  • Leases and landlord tenant relations.

  • Life estates


REAL ESTATE – COMMERCIAL

Like our representation of clients in the residential transaction, our service to our clients in the commercial transaction draws on our extensive experience gained over many years. We are especially equipped to work with our clients in planning for a purchase or sale of a property or to apply for a bank loan. We work with our clients and  banks from drafting the purchase agreement or loan application through the due diligence studies to the preparation of the documents necessary to see any project to completion. Our association with local lending institutions enables us to understand and work through the sometimes complex demands of the lender.

  • Advanced purchase agreements

  • Commercial loan documents for lenders

  • Attorney opinion letters


PROBATE

If you have lost a loved one, you may have many issues to deal with during such an emotional time. Whether your loved one had a will or not, a large or small estate, most estates where there is no lifetime trust need to go through the probate process with the court. We will be there to help take care of the estate administration and relieve the stress of managing the financial and administrative affairs during this difficult time. We will help you determine the documents needed, where and how to file the paperwork, how to pay bills and claims and what you need to do to preserve and transfer assets


ELDERCARE PLANNING

We strive for compassionate and understanding advice and guidance for our clients. We typically discuss the following issues and documents:

  • Nursing care and assisted living placement

  • Voluntary conservatorships

  • Durable power of attorneys

  • Health care power of attorneys

  • Petitions for guardianship of the person or estate


ELDERCARE PROTECTION

Recently we see many instances where the Elder citizens of our communities are being exploited and abused. At times this can come from a trusted family member or friend but also from unsolicited e-mail and other communications from organized criminals. If you or a family member are subject to any behavior that you believe may be either financial or even emotional exploitation or abuse we may be able to help you find the help you need to protect yourself or your loved ones.