Wealth Protection & Estate Planning

As a smaller boutique firm focused on advising businesses, with an emphasis on reorganization and restructuring, Stone & Baxter is uniquely positioned to assist individuals and businesses in structuring the necessary estates, trusts, and asset protection vehicles to protect against down-turns in the economy, transition of business assets to the next generation, and provide overall wealth protection and preservation.  Stone & Baxter works with clients of all sizes in all types of business planning matters, from the initial incorporation and start-up of the business, advising the on-going business, planning for succession to the next generation, to restructuring the business, and concluding with the ultimate winding down or dissolution of our clients businesses.

Stone & Baxter offers a wide range of wealth preservation products.  After gaining a thorough understanding of our clients individual and business needs, through an analysis of each client’s assets, family dynamics and business arrangements, Stone & Baxter is able to provide our clients a roadmap for their financial future.  Stone & Baxter works efficiently to protect and preserve its client’s assets, develop strategies to limit tax liabilities, and provide a seamless transition to the next generation of ownership.

Our estate planning and wealth protection attorneys are well versed in complicated estate, tax, and business matters.  No single wealth protection strategy works for everyone.  At Stone & Baxter, our attorneys will work with you to design, develop, and implement an estate plan and/or business strategy that is directly tailored to address your specific needs.  Stone & Baxter strives to help its clients obtain their ultimate goals in the most efficient manner possible.

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