We ask our clients to complete our online Estate Planning Questionnaire via our safe and secure web portal. This will allow you to complete the questions and upload any and all documents to help us prepare for our meeting/video call where Roger will address any and all of your questions and concerns and offer some options based on the information provided.
Please complete each section with as much detail as you can, list all bank accounts, brokerage accounts, IRAs, 401Ks, Life Insurance policies and the like. When listing your bank accounts, please be sure to let us know if they are Joint, Business or Individual accounts and please include the last 4-5 digits of each account number. Lastly, please be sure to include contact information (i.e. address, email, mobile phone) for all interested parties (beneficiaries and those you choose to act on your behalf for your Power of Attorneys, etc..).
TO BEGIN, PLEASE CLICK HERE:
You will be asked to register and login.
Once you register, we will be notified electronically by email and you can then complete the requested information. When you are finished and “Submit”, we will receive notice that the questionnaire has been completed so we can access the information and for our review.
If you encounter any problems with the weblink above, please don’t hesitate to contact Roxanna at 240-912-3012, or Roxanna@samekflynn.com. We look forward to meeting and working with you.
Services At A Glance
GETTING STARTED
We help you choose the type of entity that is right for your business.
ENTITY CREATION
We draft all the necessary organizational documents, obtain a taxpayer identification number, and assist you in obtaining your necessary business licenses.
UNDERSTANDING THE REGULATORY SCHEME
We will counsel you as to the laws unique to your business and applicable regulatory and licensing concerns, e.g., how HIPAA and STARK laws affect the practice of medicine.
ESTABLISHING THE NECESSARY BUSINESS RELATIONSHIPS
We are able to draw from our many relationships and introduce our clients to accountants, leasing agents, bankers, insurance agents, and IT professionals.
HIRING PERSONNEL AND CREATING MEMBER AGREEMENTS
We will counsel you on applicable employment laws and draft offer letters, employment agreements, non-compete and confidentiality agreements, and employment policies and handbooks.
BUSINESS PARTNER DISPUTES
We will help you negotiate and settle business disputes among partners, including partner withdrawals and business separations.
DISSOLUTION AND WINDING DOWN OF YOUR BUSINESS
We can assist you in navigating the issues involved in shutting down your business.
WILLS, TRUSTS AND ESTATE PLANNING
View and complete questionnaire to get started.
OFFICE SPACE
We will negotiate the commercial lease of your office space.
BANKING RELATIONSHIP
We will help you secure a line of credit and review and revise your loan documents.
CUSTOMER/VENDOR CONTRACTS
We will craft a business contract that is right for your particular business and protects you from liability and foreseeable and unforeseeable problems. We will negotiate your business dealings with your vendors and customers.
BUSINESS STRATEGY
We will counsel you on the risks and returns associated with making various business decisions.
ESTABLISHING YOURSELF ON THE INTERNET
We will review your web development agreements and ensure that your content is protected and counsel you as to privacy issues and the legal issues involved in transacting business via the internet.
BUSINESS ISSUES AND CONTRACTS
We will be here for you to review contracts that you need to sign from time to time, and to counsel you on the myriad of issues that a business person faces.
SALE OF YOUR BUSINESS
When the time comes, we can introduce you to business brokers or investment bankers and negotiate and handle the sale of your business.
PERSONNEL ISSUES
We will help you devise appropriate compensation, bonus, and equity plans to motivate your personnel. We will also counsel you on accomplishing reductions in force should that be necessary. Should the opportunity arise, we will negotiate and handle your business acquisitions.
