Planning Your Estate

If you’d like to ensure your assets are distributed as you’d like them to be when you die, estate planning is the answer. Successful estate planning can help transfer your assets to your beneficiaries efficiently and with minimal tax consequences. Estate planning can also assure that family members know how you’d like your financial and medical affairs to be handled if you become incapable of making your own decisions.

The process of estate planning includes inventorying your assets, talking over important decisions with family members, making a will and, in some cases, establishing a trust. You should consult an attorney, and perhaps a CPA or tax advisor, for additional guidance tailored to your specific situation.

Estate Planning

We can help you minimize estate taxes and maximize what you pass on to your heirs.

Business Succession Planning for Businesses with:

One owner and none of the owner's children are active — We can help you minimize the tax consequences of selling the business and increasing your retirement income.

One owner and one or more of the owner's children is active — We can help you transfer the business to your children with a minimum of tax consequences and provide an equitable sharing of your estate for the children who are not active.

Multiple owners and none of the owners' children are active — We can help you coordinate your business planning with your estate planning so that business value is not taxed multiple times in one generation.

Multiple owners and one or more of the children of one or more of the owners is active — We can help you separate control (vote) from equity, and from income in order to provide both family continuity and business continuity.