Estate & succession planning

Do you have a plan? Many people do not! We work with you to develop a plan that is the right fit for your needs and to minimize the tax implications which may arise.


Estate Planning

It's never too early to start thinking about estate planning. Proper estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


Business Succession Planning

You've built up a successful business or farm and now it's time to retire or to move on to something different.  How are you going to do this so that you and your successors can make the transition as seemless as possible?

Maybe you are keeping the business or farm in the family?  What issues may arise as you pass your life's work onto the next generation?

How can you maximize the amount of money you receive from the sale of your business to ensure that you have what you need for retirement or to invest in your next business venture?

If these are questions you have, then it's time to start making a plan!  

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