AREAS OF PRACTICE

Proper estate planning can help minimize loss of value and protect your family in their time of grief. One of the most important decisions you can make is how to transmit your assets to your loved ones when you die. Effective and efficient estate planning:

• Minimizes taxes.
• Protects wealth.
• Minimizes exposure to probate.
• Allows you to exercise agency over your assets.
• Protects assets from potential creditors when possible.
• Plans for succession in businesses.
• Creates a contingency plan for disability or incapacity.
• Protects your agency and assets in a myriad of other ways.

An estate plan from Vita Bona Legal Services may include any or all of the following: will, trust (various types), advance directive, power of attorney, healthcare power of attorney, buy/sell agreements, any other documents your specific situation may require. Schedule an initial assessment today, and let us help you plan for the future.

A loved one’s death is one of the most difficult experiences in life. We can help navigate the red tape to make it a little easier. It can feel like your world just stops. Unfortunately, the world around you does not stand still. There are many responsibilities that you have in the weeks and months after the loved one passes away:

• Locate the will (if one exists);
• Initiate the probate process with the court;
• File notice to creditors;
• Locate, take control of, and appraise all assets in the estate;
• Sell or liquidate assets as required;
• Determine and notify beneficiaries or heirs;
• Pay taxes and debts;
• Distribute assets to beneficiaries; and
• Keep detailed records of all the above activities and file them with the court at the appropriate intervals.

At Vita Bona, we can assist you with these tasks in a manner that is both empathetic and efficient. We know that this is a difficult time in your life, and we endeavor to minimize your hardship and to make this process as painless as possible. Contact us today to schedule an initial assessment.

As a Business Law, you need someone who not only understands the law but also understands your business and how the law and your business interact. With over a decade of running small businesses and business units for larger companies, I have both the business experience and the legal knowledge to help your business avoid pitfalls and maximize its potential.

Legal problems can become costly quickly, especially once litigation is involved. At Vita Bona Legal Services, we will take the time to learn your business, review your operations, and help you solve problems and avoid potential issues before they become a problem. We offer advice and services on issues including, but not limited to:

• Business/entity formation and structuring.
• Contract drafting and review.
• Contract negotiating.
• Collections.
• Shareholder agreements.
• Noncompete agreements.
• Trademarks and copyrights.
• Employment Policies.

At Vita Bona, our focus is on helping you build a good life, and that includes making sure your business is a success. Contact us now to schedule an initial assessment.

One of the most valuable assets a business has is its intellectual property. Unfortunately, it is one of the assets most often overlooked in new and small businesses. Failing to properly plan and protect your business’s trademarks can cause large and costly problems in the future.

Your trademark is your brand identity. It forms the core of how your customers recognize you. Without proper advance planning, you could be spending copious sums of money building a brand identity that someone else already owns the rights for. This could lead to mandatory rebranding that is costly in both money and goodwill. Without proper trademark protection, you could see someone else swoop in and stake a claim to an identity that should be yours, leading to confusion among your customers that could cost both money and goodwill.

At Vita Bona, we will help you build a strategic plan to develop, promote, and protect your branding. We provide a thorough assessment of all intellectual property your company owns and lay out a complete strategy to protect your trademarks and copyrights. Contact us now to schedule an initial assessment.