Comprehensive Estate Planning

• Beyond traditional legal document review. Our expertise in family governance, business continuity, and intergenerational wealth transfer ensures a seamless transition and the preservation of your family's values and wealth for years to come.

• Comprehensive Planning. Estate planning involves more than just creating a will. We delve into the essential components of estate planning, such as revocable trusts, powers of attorney, healthcare directives and guardianship for those of you with minor children. 

• Your Trusted Liaison. In the past have you executed your documents thinking that's all you had to do, later finding out nothing was administrated into your Trust? With Socha Capital we will be the liaison to ensure this never happens and the structures you create get implemented. 

Asset Protection and Entity Design

• Advanced and Sophisticated. We don't stop at basic estate planning, we go deeper with our clients to employ sophisticated asset protection strategies and advanced estate tax mitigation vehicles, such as domestic asset protection trusts, limited family partnerships, Charitable Trusts, among many others, to protect your family's wealth from potential creditors. 

• Complete Entity Design. Most business owners we speak with have never seen their complete entity design all on one piece of paper, is this you? As a part of our comprehensive planning approach, we put together a personalized entity flow chart so that you never forget who owns what and how your various companies intertwined with each other.

Ensuring Legal Compliance for Business Owners

• Up-To-Date and Proactive. Our team stays current with regulatory changes, so you don’t have to. When laws evolve, we proactively review our clients' documents and implement the necessary updates. 
   
• Annual Reports and Reviews. We review the Security of State website for each of your various LLCs, making sure annual reports have been filed and that all active entities are in good standing. Not being compliant here and piercing the corporate veil could ruin any asset protection you thought you had. 
   
• Operating Agreements.When was the last time you reviewed the operating agreement for your business? Do you even have one? As a part of our on-boarding process we review these documents making sure they are aligned with your intentions and goals, and we coordinate the effort with your attorney to get an operating agreement in place.