Estates & Estate Planning

Every person should have a Will, Enduring Power of Attorney and Personal Directive. This is especially important if one has minor children.

However, when it comes to estate planning for the entrepreneur (including farmers and ranchers), there are a plethora of potential issues to be dealt with. The key to a successful and streamlined succession plan is planning – planning with the appropriate professionals and consultants. Your accountant will always be involved in this process, as many of the factors we consider will be driven by tax rules and advantages. It may also be helpful to have a financial planner involved and we will certainly involve such an individual should you already have retained one.

Have you been named as the Personal Representative (Executor) of an Estate? We can help!