Limited Liability Company Formation

Which LLC Is Right for Me?​

Building a business and real-investments is step one, step two is planning for succession​

Three Types, Tailored to Your Needs​

Essential

Core Protection​

For single-member business owners or real estate investors seeking foundational LLC protections with streamlined asset coordination.​

Multi-Member​

Expanded Protection​

For business owners or real estate investors with multiple members, wanting buy-sell provisions, independent management features, and robust operational flexibility.​

Legacy​

Maximum Protection​

For business owners or real estate investors seeking to structure their assets for family wealth-transfer with comprehensive protections.​

LLC Comparison at a Glance

Essential Multi-Member Legacy
Counseling and LLC design
Organization documents
Asset protection
Member privacy
Estate planning integration (trust required)
Real property: no reassessment
Buy-sell & estate provisions
Independent management features
Family LLC for wealth transfer
Valuation report review
Transfer documents
Additional LLCs

What Every LLC Includes

Every LLC plan includes Articles of Organization, an Operating Agreement, an EIN, and asset-transfer documentation. All documents are organized in a minute book and digital copies are provided.

Counseling and LLC Design

Personalized legal guidance to evaluate your goals and options, helping you choose a structure that fits your needs.

Organization Documents

Documentation includes Articles of Organization and a Statement of Information filed with the Secretary of State, an Operating Agreement, an EIN issued by the IRS, and written instruction on management and operation of your LLC.

Asset Protection

Your LLC separates business liabilities from your personal assets, keeping your personal assets safe if your LLC is sued.

Member Privacy

By using a manager-managed LLC, only the name of your LLC's manager is part of the public record — keeping your personal information private.

Estate Planning Integration

Structuring the Operating Agreement and LLC ownership for succession through your revocable trust allows your business and real estate investments to seamlessly pass to your beneficiaries without probate.

Real Property Taxes

Transferring real property you already own into an LLC will not trigger a property tax reassessment, allowing you to benefit from LLC protections without increasing your tax burden.

Asset-Transfers

Transfer documents can include grant deeds, assignments, or other asset-transfer tools.

Advanced Planning Features

Available in Multi-Member & Legacy plans

Buy-Sell & Estate Provisions

Multi-Member Legacy
Your operating agreement includes buy-sell provisions charting what happens when a member dies, retires, or sells, ensuring smooth transitions and protecting the interests of all parties involved.

Independent Management

Multi-Member Legacy
Option for independent management of your LLC separate from ownership, providing an additional layer of operational flexibility and professional oversight.

Valuation Report Review

Legacy Only
We assist in obtaining and reviewing a valuation report to ensure accurate assessment of your LLC interests for transfer, planning, and tax purposes. (Valuation firm’s fee is paid separately.)

Multi-Member Planning

Legacy Only
If your business interests are jointly owned, your operating agreement can be structured to accommodate multiple ownership.

Family LLC for Wealth Transfer

Legacy Only
Structure your LLC as a family wealth-transfer tool, enabling long-term asset management and generational wealth preservation while managing gift and estate taxes.

For further information about our services, availability, and fees, please