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Financial planning for estates often involves attempting to minimize the impact of income taxes after an individual has passed away. It is far more effective to complete the necessary financial planning while there are options available, so we encourage clients to undertake effective planning for their estates as early as possible.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.