Succession and Family Services
Planning ahead for transferring your business to designated successors will help the company continue to thrive after you are no longer involved in day-to-day operations. We will help sort through all financial matters, develop transition strategies, and deal with the complex issues of business continuation, including compensation planning for key employees.
Succession planning also includes handling the orderly transfer of your personal assets to beneficiaries and providing security for family members, as per your wishes.
We’ll guide you through all aspects of estate planning, including:
- Estate and trust planning
- Business transition strategies
- Preparation of estate and trust tax returns
- Gift tax preparation and planning
- Life organization services
Getting your financial affairs in order will ensure smooth transitions in business and personal endeavors, whether planned or unexpected events necessitate change. We’ll help you find ways to reduce or eliminate taxes due on the transfer of your business and other assets, and implement plans that enable successors and your business to thrive.