Legacy

Successful business owners often enjoy an accumulation of wealth after many years of hard work and dedication.  After planning for a comfortable retirement, what will be done with the residual of the wealth?  What legacy will be left behind?

Although we will help you plan a tax and cash flow efficient estate plan, the most important consideration for planning your legacy is your values and what legacy you want to leave behind. 

Your values will have served you well thus far in life, so it makes sense to also rely on those values when planning for your estate.  Whether it be equalizing the estate among children, minimizing taxes on the business transfer, or planning a gift for your favorite charity, we will work with you to ensure your estate plan matches the values that you have for life.