Business Owner with New or Growing Business

Succession Plans: Develop a clear roadmap for business continuity in case of incapacitation or death

Asset Protection Trusts: Safeguard business assets against creditors and disputes

Buy-Sell Agreements: Ensure smooth ownership transitions among partners or shareholders

Tax Mitigation Strategies: Minimize estate and business taxes through lifetime gifts or equity sales

Retirement Plan Integration: Align retirement savings with the estate plan to ensure financial stability