Services
What We Do
Taub Law offers legal and advisory services for incorporated business owners. Our work falls into two categories: Armor, our coordinated wealth strategy, and the core legal work that every business owner needs done properly.
Armor — Coordinated Wealth Strategy
Most business owners have a lawyer, an accountant, and a financial planner. Each advisor is doing their job. The problem is that they’re each doing it in isolation and nobody is looking at the whole picture.
Your accountant optimizes your tax position without necessarily knowing what your estate plan looks like. Your financial planner builds an investment strategy without necessarily understanding your corporate structure. Your lawyer drafts documents without necessarily knowing what your other advisors are recommending. The result is a series of well-intentioned decisions that don’t fully work together.
Armor is designed to fix that.
Ari acts as your strategic coordinator. He meets with each of your advisors — independently and, where useful, together — to understand what they’re recommending, where the gaps are, and what a fully coordinated strategy would look like. He then builds one Armor plan that brings everything together: your corporate structure, your tax planning, your asset protection, and your estate planning.
The engagement concludes once the plan is agreed and the documents are executed.
The Process
Discovery Call
Ari learns about your situation and what you're trying to accomplish. There's no cost and no obligation, and by the end of the call, you'll know whether Armor is a fit for you and what working together would involve.
Advisor Meetings
Ari sits down with your lawyer, accountant, and financial planner — asking the questions that tend to go unasked and identifying where their advice leaves gaps or fails to connect.
The Armor Plan
You receive a written strategy covering your corporate structure, tax planning, asset protection, and estate planning, with every element coordinated and every recommendation explained in plain language.
Alignment
The plan is presented to you and your advisors together, so that any questions get answered and everyone understands what's being done and why.
Execution
The necessary documents are drafted and put in place, completing the engagement.
Armor is best suited for incorporated business owners with retained earnings, corporate savings, or significant personal wealth who have not recently reviewed their overall structure. If you’re not sure whether it applies to you, book a call and Ari will tell you.
Core Legal Services
The legal work every business owner needs done properly — by someone who understands the whole picture.
Wills
A will is the foundation of your estate plan. It sets out what happens to your assets, names the person responsible for carrying out your wishes, and, if you have minor children, determines who will care for them.
Most people have a will. Far fewer have one drafted with their corporate structure, family trust, and broader estate plan in view. A will written in isolation can still produce results no one intended: assets flowing to the wrong place, tax triggered that could have been avoided, or instructions that can't actually be carried out as written. There's also a point that's widely misunderstood: leaving assets to someone in your will doesn't protect those assets once they arrive. Without the right structure, an inheritance can be exposed to a beneficiary's creditors, or lost in a divorce or lawsuit. A properly drafted will can build in that protection; a basic one rarely does.
Get in touch →Powers of Attorney & Personal Directives
A power of attorney authorizes someone to make financial and legal decisions on your behalf if you become unable to do so. A personal directive authorizes someone to make decisions about your personal care and medical treatment.
Both documents are essential. Both are frequently out of date, too vague to be useful, or drafted without considering who actually needs to be named. If you run a business, the stakes are higher — an absent or incapacitated owner without proper documentation in place can create serious operational and legal problems very quickly. These documents need to be in place before you need them. Once you need them, it's too late.
Get in touch →Corporate Documents
The legal infrastructure of a corporation matters. Poorly drafted shareholders agreements, outdated corporate records, and incomplete documentation create problems — during the business's operation, during disputes, and on exit.
Taub Law handles incorporations, shareholders agreements, director and shareholder resolutions, corporate reorganizations, and ongoing corporate maintenance. Whether you're incorporating a new entity, restructuring an existing one, or cleaning up years of administrative backlog, Ari brings the same attention to detail that he applies to every engagement.
Get in touch →Not sure what you need? Get in touch and Ari will point you in the right direction.
Get in touch