Estate and Succession Planning

Fulfill Your Wishes

“Although prepared for martyrdom, I prefer that it be postponed.”
        Winston Churchill

Whether it’s providing income for a spouse, educating children or grandchildren, or leaving assetsto a favorite charity, you will want to know that the proceeds from your estate will be used to fulfill your wishes.

Few matters give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are protected from estate taxes, creditors and lawsuits and preserved for their heirs. Yet, without proper planning, large portions of estates are often sacrificed to taxes and sizable estates are reduced by millions. We understand that for many business owners, estate planning and business succession planning is one and the same.

With that in mind, we discuss various exit strategies and explore how limited partnerships, buy-sell agreements and management buyouts can help you meet your objectives.

We want to ensure that the enterprise you have created goes on benefiting those who have a stake in their success – your partners, heirs, employees, managers, customers, lenders and investors.

Enjoy the confidence that your estate is structured to successfully preserve your legacy for your heirs.