Succession & Estate Planning

Without proper planning, the only certainties in this area are death and taxes. An integrated approach to succession and estate planning gives business owners peace of mind.  Strategic planning, updating technology and potential restructuring may all be necessary in order to prepare a business for sale, or transfer on death, while maximizing value, minimizing  tax  and providing the best opportunity for its continued success.

A comprehensive succession and estate plan is often a collaborative effort, involving clients, and their legal, investment and tax advisors.  The stakes are high, as family and  business are perhaps the two most important things at that stage of a client's life.  Let one of our experienced advisors, with a sound working knowledge of the tax provisions, and an abundance of real life options for your consideration, help you through the process.

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