We guide owners and organizations through the minefield of transition (succession, mergers, acquisitions, ESOP, etc.). We develop coordinated strategies that enable you to realize your business and personal goals while maximizing after-tax returns upon exit from the business.
The estate planning process assists our clients in taking advantage of all available means to direct and protect the value they have created through years of hard work.This process involves a thorough analysis of methods for the client to efficiently transfer assets and deliver benefits to intended recipients while avoiding unnecessary taxes and complications.These issues are particularly important prior to an organizational transition.Financial & Estate Planning may include . . .
Estate Value Projections Trust Structuring Charitable and Family Gifting Strategies Asset Titling, Valuation & Protection Estate Liquidity Analysis Business Succession Planning Insurance Strategies and Analysis Tax Minimization Planning