Estate Planning is essentially the process of preserving and protecting your assets and property and then anticipating and arranging for them to be passed onto the next generation in the most orderly manner possible. Estate Planning is meant to:
- Protect and guide your family and loved ones
- Preserve and grow your assets during life
- Eliminate uncertainty
- Minimize, if not avoid, potential problems; and
- Maximize the value of your estate by reducing taxes and other expenses.
Your business represents one of your most valuable assets. Thus, a truly effective estate plan must be based on a sound business plan. You want your business to grow and thrive. You should earn the greatest possible return on your investment, minimize your tax liability and protect your family and the business itself.
We assist business owners – both large and small – at start-up, exit and every stage in between. It has been our experience that the very best plans depend upon collaboration. We welcome the opportunity to work closely with your company’s financial advisors, attorneys, accountants and whomever else you view as a trusted advisor.Read More About Business Planning