Estate Planning

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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. 

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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
Because estate planning is complicated and business owners are unfamiliar with the lingo and tools of planning, they often fall prey to three simple but all too common mistakes. Our thorough process rectifies the mistakes and, as a result, can save millions of dollars of unnecessary taxation while simultaneously providing for long term family and business health.
AVOIDING AFFLUENZA
One of the common fears of business owners is that – through well intentioned gift and tax avoidance strategies – they’ll put great wealth into the hands of family members who aren’t ready for it. They want their children and grandchildren to be productive members of society, but they worry about how young people could be affected by receiving large sums of money or other assets.
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.

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