Trusts and Estates Services
As an entrepreneur, you understand the significance of strategic planning in building your success. Now, it's time to apply that same mindset to secure your assets and shape a lasting legacy.
By harnessing the potential of trusts and estates, you can safeguard your business, provide for your loved ones, and ensure your entrepreneurial journey extends far beyond your lifetime.
1
Estate Planning
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wills and trusts (revocable and irrevocable)
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healthcare directives
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powers of attorney
Visit our general estate planning service site (here)
2
Tax Optimization
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charitable trusts and foundations
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other irrevocable trusts
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planning for exits or asset sales
3
Asset Protection
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domestic asset protection trusts
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business entity structuring and asset segregation
4
Business Succession
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business continuity planning and documentation
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business valuation and estate tax planning
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employee stock ownership plans (ESOPs)