Our succession and estate planning services include
- Evaluating and advising on corporate structure including exploration of the use of trusts, holding companies, and estate freezes aimed at preserving wealth
- Reviewing relevant estate planning documents (i.e. your will) and collaborating with your legal team
- Supporting and aiding in the Inter-generational transfer of business control and operations to family members
- Divestiture planning including internal and external sale of the business
- Evaluating estate tax exposure and protection strategies including analysis of insurance products to cover estate taxes and debts
A properly thought out and well executed succession and estate plan will
- Increase the value of your business and protect its legacy while aiding to reduce—or potentially eliminate— estate tax exposure
- Provide security for your family while maintaining control over the distribution of assets
- Provide a plan for payment of estate taxes and help beneficiaries cover immediate and future needs
- Mitigate risk of unexpected events (illness, death, disability)
- Ensure your employees are secure