The following questions are important when considering whether you need an estate plan:
If you were to die, would your family know how to access the value held within your business?
If you became ill or injured, who would act on your behalf and how would your family be supported?
How and when you want to sell your business?
If you have a business partner, how you would pay their estate if they were to die unexpectedly?
We can assist you with all aspects of the process including:
Tax effective planning for estates
Business succession plans, partnerships, and shareholder agreements
Acting as executor for deceased estates
Asset protection tactics to preserve capital within families