Key Requirements for Your Estate Planning
Business estate planning helps ensure your business matters are handled according to your wishes when you die or if you become disabled. Good estate planning will protect the business that you’ve worked so hard on and poured so many resources into. This is true for all businesses, but especially for family-owned businesses you want to pass on to a successor.
Our estate planning services will help maximize your business’s value and minimize taxes. To achieve this, we work with your existing advisors, including accountants and lawyers with your estate planning with wills, buy/sell shareholder agreements, estate freeze and insurance protection.