Everyone exits his or her business one day and everyone dies eventually.

The goal of an estate plan is to fulfill a business owner’s wishes upon death and should encompass the following:

  • A revocable trust, will, and pour-over will
  • Healthcare Directive and Power of Attorney
  • Financial Power of Attorney, Buy-Sell Agreement, Irrevocable Trust
  • A Living Will, Proper Beneficiary Designations

60% of Americans have no estate plan and ultimately lose the majority of their wealth to taxes.

Legacy Partners will work with your estate attorney and CPA, or recommend one of our strategic partners, to ensure that your estate is protected and all tax consequences considered.