Estate & Succession Planning

Gain peace of mind for you and your loved ones.

Many people underestimate the complexity of estate and succession planning, but in reality, they both require thoughtful planning and effort. If you don’t have a full understanding of your legal and financial rights, it may end up costing you (or your family) in the long run. It may seem uncomfortable at times, but not discussing topics such as aging, death, and financial affairs will more often than not result in loss of a business due to estate taxes, and/or family discord. Don’t let the complexities of estate and succession planning overwhelm you. Let us help you plan for the future and provide security for your loved ones.

Our job is to help make estate and succession planning pain-free.


Let us take away your top concerns:

Learn what your options are for minimizing tax liabilities and burdens.

Get answers about how divorce, remarriage, relatives, and other unique family circumstances may have an impact.

Find out what steps you can make today to ensure your business can be transferred smoothly

Ensure you’ve filled out all necessary legal paperwork to avoid unexpected complications

Learn how you can adapt and change your plans as desired

Estate Planning

Estate planning may seem like a daunting task, but it’s essential. Whether you’re young or old, wealthy or not, planning ahead can ensure that your loved ones are taken care of to the best of your ability. If you don’t take the time to gain a full understanding of your legal and financial rights, it could cost you or your family a lot more in the long run.

Our team of experts will get to know you and help you plan for the future based on your custom needs and situation. With our recommendations and research tools, you can feel confident that your estate will be protected and those that follow you won’t be burdened with taxes, probate courts, government bureaucracy, end-of-life costs, and other problems relating to inheritance.

Questions We Can Answer...
  • How does divorce or multiple marriages affect estate planning?
  • What happens when heirs are too young to inherit?
  • What if there are children from multiple marriages or individuals who might challenge or interfere with estate planning?
  • How can an inheritance be protected from creditors of an heir?
  • How can an estate be passed along with the minimum tax liability?
  • Who needs to be on an estate planning team?
  • What is all the proper paperwork including wills, power of attorney, healthcare directives, and trusts?
  • How will an estate be taken care of in the event that you are incapacitated?
  • What are the processes for amending estate plans as your situation changes?
  • How can money be left to charities or other organizations?

Let us help guide you! You don’t need to go through the complicated process of estate planning alone.

Succession Planning

Did you know 7 out of 10 family owned businesses will not survive the transfer of the business from one generation to another? Lack of planning and discomfort discussing topics such as aging, death, and financial affairs will more often than not result in loss of a business due to estate taxes, family discord, or some combination thereof. We believe it’s best to address any actions that might be seen as fair or unfair ahead of time, so that your family members know what to expect and the reasoning behind decisions.

Inherited assets are often the cause of emotional strain and stress for individuals. The tax implications may be more of a burden than the inheritor can financially handle while also requiring them to make difficult decisions involving management vs. ownership.

Our Succession Planning Services will determine the value of your business before restructuring it. We will review the tax consequences, tax projections of your actions, and help you plan for retirement.

Get Professional Help with These Key Issues...
  • What will happen to your business? Do you wish to keep it in the family, sell it to a third party, or pass it on in some other manner? We can help you weigh the pros and cons of every option, as well as help determine how the business can best provide for you as you enter retirement.
  • If you are not running the business, who is? Ownership and management of the business are often two separate entities. How will your retirement or death affect day-to-day decision making? Will your children take on active roles, or will they solely be owners? Legally clarifying your expectations in advance will help ease the transition of ownership and management without further risk of detriment to the business as a whole.
  • How can you minimize the tax burden upon transfer? When businesses transfer ownership, taxes are a reality regardless of the relationship between the parties. Review your options with our experts in order to make the decisions that will best support your family members and the business.

Ensure that the business you worked hard to build will be there to support future generations by clarifying your plans for succession and legalizing your priorities.