Estate Planning Personal and business | Business Owner Solutions

Why you need an Estate Plan:-

  • If you die without an estate plan, the law will not assume you have made beneficiary choices, tax elections or financial planning decisions, no matter how advantageous they might be for you, your family, or your business.

  • If you die without a plan, your surviving family members will be left to deal with your business as is and may not have the resources or experience to manage the financial decisions.

  • You don’t need a complex estate plan if you are comfortable with how your property will be disposed of with a simpler plan or even by law – and the tax effects that go with it, but first make sure you fully understand who will receive your assets according to applicable laws.

  • For business owners: your estate will cover both your personal and business assets. Estate planning for business owners is more complicated because it needs to address:- Larger and more intricate estates, complex personal and business relationships, issues relating to business succession, complicated tax issues.

Estate planning is the process of organizing a tax-efficient transfer of your assets to specific people or charities. While not strictly part of estate planning, incapacity planning is part of a complete plan. It may be harder than estate planning, since the needs and prospects of an incapacitated person are often very difficult to predict.

In addition to determining who should receive your assets and when they should receive the proceeds of your estate (during your life time, at death, long after death or never), estate planning also considers:-

  • The financial and other needs of your surviving family members in the event of your death.

  • Your financial, contractual or moral obligations

  • A plan for orderly business succession

  • Tax minimization strategies

Call today to discuss your estate planning needs.





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