Estate Planning for Business Owners
With a focus on advising Business Owners, Wishart Norris understands the importance of the Business Owner’s estate plan. Simply put, our firm has a passion for working with business owners. Having built a business ourselves, we have walked in your shoes. We know the unique estate planning solutions that business owners require in addition to traditional estate planning documents such as:
- Estate planning that maximizes the value of your business
- Wealth transfer planning for businesses and other non-liquid assets
- Creating liquidity for estate tax liability for business owners
- Asset protection planning tailored for business owners
- Minimizing estate, gift, income and generation skipping transfer tax liability
- Advising on tax implications of selling or passing a business to new owners
- Integrating the business owner’s estate plan and succession plan
- Structuring life insurance and benefit programs to minimize tax costs
- Planning with life insurance on owners and key employees
- Preserving the business for future generations or sale
- Advanced estate planning techniques
- Advising on business and estate valuations
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