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.  Planning is the key to maximizing value, minimizing  tax  and providing the best opportunity for a stress free retirement. 


A comprehensive succession and estate plan is often a collaborative effort, involving clients, their lawyer, financial planner and tax advisor.  The stakes are high, as family and  business are perhaps the two most important things at that stage of a client’s life.  Succession and estate planning are perhaps the most challenging and rewarding specialty consulting service (service tab below).  Let one of our experienced advisors help you through the process.


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