Estate Planning and Business Succession Planning

Through estate planning, we focus on making certain your assets are passed on to the people and charities you care about the most by understanding your goals and priorities for leaving a legacy. A properly constructed estate plan can:

• Care for loved ones
• Make charitable gifts
• Limit taxes
• Leave a legacy that honors your family.

If appropriate, our Trust Officers can serve as Trustee for your estate plan as well. 

As a business owner, it’s important to make sure both you and your business have a financial plan for the future. We can work with you to ensure that your personal retirement needs are met and create a plan for the next steps of your business while considering critical elements like business continuity, tax implications, and estate planning.

Putting the Best Plan in Place

We know that crafting the right plan begins by listening closely to your needs and desires. By investing the time to discuss your personal and professional goals, we will learn more about your situation and expectations for the future so that we can work with your other trusted advisors to discuss available solutions. In many cases, your plan will address: 

• Exit strategies from your business 
• Tax implications based on your exit strategies 
• Techniques to involve your family or employees  
• Potential impacts to an estate plan