Planning for the future may be intimidating and uncomfortable and questions may arise that are difficult to answer. Every estate planning situation is different and we can help.
We can help you clearly define your estate planning goals, evaluate and recommend estate planning options, lessen taxes at time of death, and avoid probate. We will ensure your assets are protected and distributed according to your wishes.
Owning a family business or farm or ranch adds another complex factor into the mix. Family dynamics complicate the transition because of relationships and emotions involved. We help with key issues such as management and ownership transfer, minimizing the tax implications, and making it fair. Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Estate, trust & succession planning