Business Owners

If you are first starting a business, already have years invested in your business or are considering retirement, it is essential that you have a plan. Proper estate planning for business owners maximizes the value of their business, minimizes both income and estate taxes, provides for the survival and continuity of the business, and preserves family harmony. You do not want to see the business you invested years of sweat equity to build up, bottom out to zero equity due to an unexpected circumstance.

Contact us today for a free consultation to learn how we can gain an understanding of your business management philosophy, apply that philosophy to best determine how to protect your assets and design the right exit strategy so you will be prepared when you decide to retire.