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Estate & Succession Planning

You have worked hard to build a successful business and you’ve structured your affairs in a tax effective manner, now what? It’s time to consider Estate & Succession Planning.

Your exit strategy is your key to leveraging the business that you have built over your career and getting full value for that business once you decide to step away. What’s more, an effective exit strategy may mean the difference between retiring in comfort or having to work longer in order to ensure that you can retire at all.

Linked to your business succession plan is your personal estate plan. An effective estate plan not only addresses who you want to inherit your estate once you pass away, but also how they inherit. Through careful planning, you can leave behind a legacy which protects your assets from creditors after you die and gives your beneficiaries a tax effective structure to truly benefit from their inheritance.

Our lawyers work closely with financial advisors and accountants to implement business succession and estate plans for entrepreneurs, business owners and high net wealth individuals. Our collaborative approach ensures that our clients’ legal and financial needs are addressed in their succession and estate plan.

If you have any questions about estates and succession planning, we would love to hear from you.

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