Estate and Succession Planning

Rise will develop and implement a professional succession and estate plan to provide security for your family and business.  With the right succession plan, our clients ensure they can maximize the company’s strengths and value, while also providing a clear direction to family and management. Additionally, a comprehensive estate plan is essential to maximize tax efficiency and provide the most benefit to your loved ones. 

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
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