TriCord Advisors | Strategic financial planning and investment management      Your future’s best ally.

Estate Planning and Legal Services

Financial and legal questions often overlap—so your advisor needs to be well equipped in both areas. TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors to provide legal services to our clients when appropriate. This could be Estate Planning, business succession planning, or any other number of legal services. Jeremiah Lee practiced as a business attorney in California focusing his time on mergers and acquisitions, estate planning, and business and succession planning. He provides seamless services to clients needing both financial and legal support.

Why Estate Planning is Important

Making sure your assets are used how you desire as you age, controlling who gets your assets after you die, avoiding Probate, establishing your legacy, setting your family up for success, and being efficient with taxes are just a few reasons you likely need to develop an Estate plan. In 2025, the current estate and gift tax exclusion of $12.92 million will sunset under the Tax Cut and Jobs Act. Without proper estate planning, you and your family might be stuck paying higher taxes than needed. Whatever your future holds, a proper estate plan is essential.

What we can do for you

Services provided by TriCord Legal Services, Inc. include:

Estate Planning

  • Living Trusts
  • Special Needs Trusts
  • Wills
  • Powers of Attorney
  • Advanced Health Care
  • Directives
  • Asset Protection

Commercial Real Estate

Business Planning and Services

  • Succession Planning
  • Shareholder Agreements
  • Buy/Sell Agreements
  • Redemption Agreements
  • Merger and Acquisition
  • Transactions
  • Business Exits and Sales
  • Entity Formation
  • Limited Liability Companies
  • Corporations
  • S-Corporations

Connect with us.

Let’s find out how we can serve you.

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