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.
Assess the unique needs of your business and family to develop the perfectly tailored approach.
Design a custom plan to maximize the strengths and minimize the weaknesses of your family business to allow you to achieve long-term success.
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
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.
The supply chain and inflation crises have forced most contractors to re-evaluate their risk mitigation efforts. How do you meet price and schedule targets in a time when both are, practically speaking, unmanageable? Watch Digging Deeper this week as Dennis emphasizes...
There is no such thing as a perfect construction company, and while we know many great leaders, we have yet to discover the perfect one. What are three common leadership types in construction, and how do these types cast their long shadows over their companies? Please...
Be Thankful! Be Grateful! Enjoy your time with family and loved ones, and make new memories to cherish forever. May this Thanksgiving bring you the gifts of prosperity, joy, happiness and good health. We wish you a very happy, safe and a wonderful Thanksgiving Day.