Business Matters begins with a planning meeting with the client (usually one person, but sometimes business partners) to discuss their goals. We assist in forming or dissolving limited liability companies, corporations, or partnerships, advise them how to set up and manage the entity, and we advise on succession planning, which is the transfer of ownership and management rights in the businesses. In many cases this involves preparation of a shareholder buy-sell agreement or LLC operating documents that carry out the succession plan. Then we integrate the succession plan and business entities and assets into an estate plan consisting of wills, revocable trusts, durable powers of attorney, and advance health care directives.