Estate Planning
Estate Planning
Many business owners fear the worst when it comes to their estates after they’re gone. How do you know your assets and resources will be put to the best use, the way you always wanted them to be? The language in most estate plans can be difficult to understand, cumbersome, and downright confusing.
Properly preparing an estate plan that accomplishes exactly what you desire for your legacy is a daunting task. You can tailor your strategies and plans to precisely fit your needs, desires, and values; it may just be that you need a little guidance to get things just so.
DISCOVER
Assess the unique needs of your business and family to develop the perfectly tailored approach.
DESIGN
Design a custom plan to maximize the strengths and minimize the weaknesses of your family business to allow you to achieve long-term success.
IMPLEMENT
We’ll walk with you every step of the way to implement your plan so your family can enjoy and extend your family legacy and prosperity.
FAMILY SMART ESTATE PLANNING
The overemphasis on the avoidance of estate taxes causes business owners to adopt strategies that are – bluntly – unwise when it comes to the needs and wishes of the family and the business stakeholders. Put the focus back where it belongs: on the practical needs and wishes of the family and business. Tailor your strategies around those needs rather than being myopically focused on avoiding taxation.
AVOIDING THE "BIG THREE" FAMILY BUSINESS ESTATE PLANNING MISTAKES
AVOIDING AFFLUENZA
Help your family determine the meaning and purpose of your mutual success – and pass those values along to others without damaging your heirs with too much too soon.
Stay in Touch. Sign Up for our Video Blog
Stay connected, receive updates, and get valuable information delivered directly to your inbox.
Four Fatal Flaws in Family Business Estate Planning
Business leaders spend enormous amounts of time, energy, and hard dollars creating estate plans for their family businesses. But are they really creating foolproof estate plans – or are there huge potential holes in most of them? Watch our blog this week...
read moreWhat Do You Need To CLEAN UP?
Do you ever feel busy but not productive? What can you learn from today's "tidying" craze? And why might tidying or cleaning up be a game changer for you? Watch our blog this week as Wayne explains the importance of CLEANING UP and presents you with six...
read moreDoes Working Hard REALLY Pay Off?
Working in the trenches can lead us to believe that hard work will guarantee a prosperous career. But does hard work really pay off? Why do some people perform better at work than others? Watch our blog this week as Wayne reference a Wall Street Journal...
read more