Over the years you have built an estate and created your legacy. At some point, you need to address your final wishes. This is best described as leaving your legacy or estate planning.
The estate planning process is designed to help you pass on those assets to your loved ones, or even a deserving charity. As you make these decisions, you must also consider the impact of income taxes, and other responsibilities that might be passed on to your heirs. Will you need a will or a trust?
If you are a business owner, you face an even more complicated dilemma. What will happen to your business when you are gone? What about your partners and employees? Can you be replaced? Should your business be sold to provide for your family?
It’s no wonder many people delay these difficult and emotional estate planning decisions, but it’s a necessity we must all face. With a team of professionals by your side, you can be sure that your lifelong legacy is passed on as you want it to be.