Wealth Transfer
You have accumulated substantial assets. You would like to preserve them and transfer as much of your wealth as you can to your heirs and/or charities. But federal (and state!) estate taxes as well as costs of long-term care may significantly erode your assets. Well-designed life insurance and long-term care insurance, along with a thoughtfully constructed estate plan may help you to efficiently maximize what your heirs ultimately receive.
Additionally, if you are a business owner, your business is likely the most valuable asset you own. So the value of your business, and monetization of such value is enormously consequential to meeting your retirement and estate planning goals. The net amount you receive from the sale of your business can directly impact what you can and can't afford in retirement and how much you are able to leave to your children, grandchildren, charities, and so on. So it's well worth your time and effort to protect and preserve the value of your business by safeguarding it against the unexpected. Developing a well-crafted business exit plan, preserving the business value, and ultimately fully monetizing the business value are integral components of a sound retirement and estate plan.
Additionally, if you are a business owner, your business is likely the most valuable asset you own. So the value of your business, and monetization of such value is enormously consequential to meeting your retirement and estate planning goals. The net amount you receive from the sale of your business can directly impact what you can and can't afford in retirement and how much you are able to leave to your children, grandchildren, charities, and so on. So it's well worth your time and effort to protect and preserve the value of your business by safeguarding it against the unexpected. Developing a well-crafted business exit plan, preserving the business value, and ultimately fully monetizing the business value are integral components of a sound retirement and estate plan.
Protect and Preserve Your Estate
// Provide liquidity to meet estate tax obligations efficiently // Maximize generational estate // Leverage charitable giving // Equalize inheritance among children // Provide financial security for a child with special needs // Safeguard your business value from the unexpected |
