Family Estate Plan

An estate plan that is fully integrated with your business exit strategy ensures that taxes will be minimized and your wealth preserved.

The goal of an estate plan is to ensure that the owner’s wishes upon death are fulfilled and the wealth that they’ve created is protected and transferred to the next generation efficiently and with the least amount of taxes.

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

Legacy Partners includes a team of expert estate planning and tax attorneys that provide analysis and recommendations for our clients planning. We work directly with the owner’s existing advisors as necessary to ensure implementation.

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