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Estate Planning for Business Owners

Owners of closely-held businesses face unique challenges when it comes to estate planning.  In addition to planning to pass along the non-business assets, closely-held business owners must concern themselves with developing a business succession plan.  Reasons for investigating a business succession plan can include maintaining a income stream once control or ownership of the business has been passed to next generation, equalizing distributions between participating and non-participating heirs, not to mention the continued success and operation of the business once the  original owner is gone.

If you own a business and have questions about how it can affect your estate plan, or if you need to update an existing plan to include a new business, please give me a call to discuss.  You and your business will be glad you did.