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- Small Business Owners > Business Transition Strategies

Business - Estate Planning

You have looked after financing your retirement; you have formulated your business succession plan. The third planning step is to integrate your business estate plan with your retirement and succession plans in conjunction with your personal estate plans. The goal is to plan an organized, tax efficient transfer of your remaining business and personal wealth to your loved ones.

At Transitions Wealth Strategies, we will help you put an estate plan in place. We will guide you through the maze of possibilities and strategies that can be used to help you tax efficiently preserve and transfer your wealth. While some of the decisions may be difficult for you and your family, it is far better to air the issues in a calm manner ahead of time rather than to leave the burden on your family at a time of emotional stress and grieving once you're gone.

We will employ strategies such as gifting during life, joint titles, tax deferred rollovers, insured annuities, estate freezes, trusts and the unique use of life insurance strategies to maximize and preserve your residual wealth tax efficiently to your beneficiaries of choice.

As with the retirement funding and business succession plans, wealth transfer plans are long term in nature. Business owners that we work with realize that assembling the best combination of wealth preservation strategies to meet their goals is not the best part of their skill set. They rely on our expertise to provide them with the best estate plan for their beneficiaries.

Contact Transitions Wealth

Contact Transitions Wealth

For more information please contact us   705.888.2765