Business · Plan ahead
An estate plan that accounts for the company
For most owners the largest asset is the business itself. Estate planning has to deal with shares, retained earnings and the tax that lands when the shares change hands.
What we work through
Share ownership
Who holds what today, and where the value is expected to sit later.
Tax at death
Estimating the liability created by shares and corporate assets.
Liquidity
Making sure cash is available so the family is not forced to sell.
Coordination
Working alongside your lawyer and accountant so documents agree.
Review the estate side of your company
We will map the exposure and the liquidity needed to cover it.
Information on this page is general in nature. Recommendations depend on your circumstances and may involve coordination with other licensed professionals.