Business Succession and Estate Planning

Once you grow and protect your net worth, you may want to transfer your wealth to the next generation. Unlike other firms, we approach wealth transfer from a proven perspective: this process is known as "The Six Transitions: Founder, Family, Business, Management Team, Ownership, and Estate."

Understanding theses six transitions can lead to better decisions about the best tools and techniques to use for business succession, estate and charitable planning.

As you know, estate taxes can substantially reduce the amount of capital transferred to people you love and choose. Even with recent estate tax "repeal," federal gift and estate taxes remain in force through 2009.

Our Business Succession and Wealth Transfer services include:

• The Six-Transition Model. We listen, plan and act to help you achieve enterprise success and family harmony
• Succession planning through family limited partnerships, grantor retained annuity trusts, generation-skipping trusts and more
• Leveraged gifting strategies
• Buy-sell agreements
• Estate tax minimization
• Review and recommendations of life insurance and disability insurance
• Review of legal documents (with your attorney and other advisors)
• Private briefings on business succession and wealth transfer issues to keep you current