business succession planning

BDB Wealth Advisors LLC is a fiduciary, fee-based registered investment adviser based in Red Lion, Pennsylvania, founded by Brian Bordenkircher, a U.S. Army veteran. The firm provides independent fiduciary wealth management and retirement-focused planning for pre-retirees, retirees, business owners, high-net-worth families, charities and non-profits, veterans, and clients navigating life transitions and trusts/estates. It is a certified Service-Disabled Veteran-Owned Business (CRD #336541).

endowment managementestate and trust coordinationfiduciary portfolio managementfinancial planningretirement income planningtax-aware investment strategyvirtual planning via secure video and client portal

CRS Law Office, LLC is a law firm in Guaynabo, Puerto Rico, founded in 2011 by Lcda. Cynthia Román Sánchez and Lcda. Mariela Morales Camps. The firm provides preventive legal advice in Spanish and English to families, small and medium businesses (PyMEs), and property owners, with practice areas in estate planning and successions, corporate law, and real estate and notarial services.

civil wedding officiationcontract draftingcorporate lawdurable powers of attorneyestate planningfacilitated family meetingsnotarial servicesproperty tax matters before CRIMreal estate closingsregistry problem resolutionseminars for organizationstitle reviewtrustswills

Detroit Financial LLC is a full-service boutique-style firm specializing in retirement planning, comprising annuity and index universal life products. Founded in 2017, the company helps individuals, families, business owners and executives reach their goals with proactive, innovative, and comprehensive solutions, and has over 30 years of experience designing, developing, and managing custom life insurance plans.

executive benefit planninglife insurance plan designretirement planningtrust-owned life insurance portfolio managementwealth transfer planning

Farrell Fritz is a law firm whose attorneys work collaboratively with companies of every size and type and with individuals and families, providing clients throughout the New York metropolitan area and beyond with legal expertise. The firm helps businesses grow, negotiate, resolve disputes, and meet challenges, and helps individuals and families preserve wealth and plan transitions to the next generation. It also supports community nonprofits through pro bono legal services.

estate planninglegal counsellitigationpro bono legal services

Impact Legacy Law, PLLC is a law firm based in Laveen, Arizona that helps clients secure their family's future and protect business interests. The firm provides practical legal solutions in probate, estate planning, and business law, offering clear guidance and personalized strategies.

business lawcontractsemployment lawentity formationestate planningprobate guidancetrademark and copyright registration

Jahangiri Law Group, APC is a woman-owned and minority-owned business and real estate law firm located in San Ramon, East Bay, serving business owners and real estate investors across the Bay Area. The firm specializes in business, corporate, commercial, and real estate litigation, and transactional law, and offers a free 15-minute consultation. It is certified as a Women's Business Enterprise (WBE) through WBENC, a Minority Business Enterprise, and a Small Business.

business formationbusiness litigationcommercial litigationcorporate lawreal estate litigationtransactional law