Estate Planning for Business Owners

One question we’re often asked by clients is how they can include Estate Planning for their business, as they also address their personal Estate Plans. Our answer is that many of our clients are business owners, and our holistic Elder Law services include understanding, and attending to, plans for the future of their business interests, as well as their personal assets.

In addition to the use of Estate Planning tools, such as a will and a trust for business owners, we also help them prepare a customized Estate Plan that addresses tax liabilities, family ownership concerns, buy-sell agreements (if needed for partnerships or multi-owner businesses), and succession planning.