My Services
I provide families and small business owners an easy and affordable way to handle and thrive in the midst of everyday legal situations. My goal is for you to live an empowered life where you Live More and Worry Less.
Service 1: Families Empowered and Protected
I don’t know about you but I did not grow up wealthy. Talking about money, Wills, and final wishes was just not something our family talked about around the dinner table. As an adult things changed. My circle of friends and colleagues expanded and so did my understanding of why families that strive to leave the next generation better off financially have these conversations and make a plan to leave whatever assets they have to the family members they love instead of the families of companies, governments and state agencies. I have seen and heard the painful stories of those who made a decision not to create a plan to pass their assets on to the next generation and how that greatly affected the emotions, peace, health and finances of the very people they loved and left behind. I did not want that to be the story I left for my children. So before my first child was born we made a plan. When my second child was born we changed it to include her and when life changed again we updated it to reflect our new wishes. Here’s the thing. It was totally unlike what I thought the experience would be. It was comfortable, it was easy, it gave me a sense of peace and a sense of empowerment. I wasn’t going to be lulled into a sense of false security that somehow things would end up the way I wanted if I did not write and notarize my Will and paperwork.
Without a Will You have no say where your assets such as money in the bank, property, land, cars, jewelry, special items that are of personal importance will go. The court will make that decision and it is likely that you would not have agreed with the decisions they make. Dying without Will is time consuming and costly to your family. The court process is not free and the costs associated with those court costs means less of the value of your assets would go the very people you had every intention of it going to.
1.1) Family/Estate Planning
1.2) Stand Tall Legal and Identity Protection Service
The Will ( also known as a Last Will and Testament) component of your Estate plan is a legally binding document that does 3 major things
- It allows you to determine who will be your heirs & not a court appointed stranger. Have you heard the stories of aunts, uncles and long lost children coming from near & far to make a claim about what you have worked hard to acquire?
- It allows you to determine how you want your assets small or great to be distributed to your heirs. The alternative is for a court to determine who gets what. This is often much more time consuming and more costly than creating a simple Will. YOur Will states what you have and who you wish to bless with those assets or thing. Do you want your daughter to get your Mother’s wedding ring? If so put it in your Will so that your sister-in- law doesnt’ take what you intended for your daughterIt allows you to determine who will be your heirs and not a court appointed stranger.
- A Will is a critical document if you have underage children. It outlines who you want to raise your child (Children) if both parents were deceased and unable to raise them. People from court do their best but again would you want a stranger that neither knows your child, family dynamics, parenting styles and values determine who would best raise your child? You get to choose in a Will who would be the guardian of your child(ren).
Service 2: Small Business Packages
From start to finish we have your business legally protected . So you are excited about your business or starting a business? I can see your creativity and ideas shining through and you are ready to conquer the world with your ideas, products or services. I am excited for you but here is something to remember. Your business is essentially a legal entity providing a product or service and as such you have to consider the legal implications of having a business. Just because you are starting out or maybe have not become a household name yet does not mean it is too early to think about covering your legal risks. No one goes into business to tie their personal assets and finances to business related fines, lawsuits or other complications that no one expects but everyone experiences at some level or point in business. Don’t make things complicated but do cover your bases. Here are a few legal requirements for you to consider when starting or being in business.
- Start off on the right foot. I can not state often enough that choosing the proper business entity affects so many different areas of your business. The first few things it can affect is your risk for personal liabilit and taxes. Speak to an attorney and tax consultant on the implication of your exposure based on the entirety you choose.
- Check if your business name is available to be use
- Register your business with the secretary of State.
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Obtain EIN number
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Check if you need any licenses, permits or registrations
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Protect your Intellectual Property. Is it time to trademark or get a patent for the original idea?
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Communication and unfulfilled expectations are the number one reasons for conflict. Have an attorney create strong contracts on your businesses behalf to avoid conflict and put you in a stronger position if a conflict should arise.
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The bold print giveth and the fine Print taketh away. Have an attorney help you understand what you are signing and agreeing to with your lease and interactions with contractors.
Service 3: Family History, Heritage & Legacy Package
Have you ever been curious about who you are and where you come from?
Join our Facebook community to learn more about your family’s History, Heritage and creating a Legacy the goes beyond your lifetime
Service 4: Budding Entrepreneurs
Most people at some point have thought about owning a business. Are you one of the many who has thought that leaving all your financial eggs in someone else's basket is not as secure as it may appear on the outside. Why is business ownership so important? It puts you more in control of your future and your finances. It doesn’t matter greatly which party is in place, Taxes, Money, Assets, Unlimited income and Growth favors business ownership.
So the question is how do you move toward business ownership? How do you participate on the other side of the coin when perhaps you already are working, you have a family, you have commitments to your community or religious organizations. Basically you have a life already. Perhaps starting a business sounds great but access to thousands of dollars to start a business or 80 hour work weeks to get a business off of the ground is not in your future.
The great news is there are so many options on how to get started around your current life obligations and in your spare time. We have created a proven system of success that has created thousands of stories of people setting aside 10 hours a week around their current schedule to create a thriving business. What do you need? We need people with vision and who are coachable, willing and eager to make a change.
The great news is there are so many options on how to get started around your current life obligations and in your spare time. We have created a proven system of success that has created thousands of stories of people setting aside 10 hours a week around their current schedule to create a thriving business. What do you need? We need people with vision and who are coachable, willing and eager to make a change.
Open to learning more?
OUR CLIENTS GET RESULTS
Will You Be The Next Success Story?
"Hi Dr. Kelly, I wanted to let you know that was the most beneficial zoom meeting I have ever attended. I am not married but it was well worth my time. You shared great relationship tips that are useful with everyone. Also, I located unclaimed monies for my brothers and nephews.👏 Thanks so much!"
S Ollison
GA
Organizations I Am Affiliated With
