Estate Planning
- Meeting to discuss your objectives for distribution of your assets.
- Confirming your assets and ownership structure.
- Protecting family assets from third parties.
- Asset distribution before death.
- Asset distribution after death.
- Maintaining your business and personal affairs if incapacitated.
- Facilitate your wills, powers of attorney and powers of guardianship
- Facilitate family meeting to discuss plans.
Succession Planning
- Meeting to discuss objectives and plans, timing.
- Advice on structuring of business.
- Best person to manage the business.
- Valuation of business.
- Regular review of plan.
- Discuss "ownership" with a management option.
- Retirement and income from outside of business for older generation.
- Transfer of ownership and/or control to next generation.