遗产、赠与和继承计划

Enhance and secure your financial well-being.

你有什么计划吗?

Over the years we have engaged with many families in their focus on planning their estates and on succession planning in their businesses. 有时, our most beneficial service to these families has been to encourage them to focus on these important matters. 最常, we are in a “trusted advisor” role with our clients and have good knowledge of their financial situations and aspirations, 以及他们的家庭动态.

继任和退出战略规划

It’s never too early to consider your future. 你想什么时候退休? 谁将接管你们的公司? What are your corporate goals and how do your future plans support them? We can help you think through these issues and create flexible plans to help smooth the transitions.

遗产及赠与计划

Navigating federal estate and gift tax laws is a challenge. Our estate and gift tax experts are attuned to the nuances of these laws and have access to the latest opinions and rulings in this area. 我们和你一起工作, 你的律师, and other financial advisors to tailor solutions to fit your specific needs. We can create estate and gift plans that transfer wealth at minimum tax cost. 博亿堂app estate and gift tax team members are dedicated to using the best estate and gift tax tools to protect your assets for future generations.

Buy-sell规划

Any business with multiple owners needs a buy-sell agreement to ensure the orderly transition of business interest upon retirement, 死亡, 或残疾. 博亿堂app advisors work in partnership with you and fellow business owners to create buy-sell agreements that work for your particular situation.

博亿堂app’s estate, gift, and succession planning team

随着时间的推移, 博亿堂app has helped many clients through these processes and have gained a wealth of practical experience. We seek to add value beginning with the planning processes and working through the implementation and administration of the plans.

Some of the things we frequently help our clients with in the estate planning, 礼物规划, and succession and exit strategy planning and administration process are:

  • Assisting you in developing asset and liability information necessary to begin the estate planning process

  • Helping you think about who should play important roles, such as trustee and executor

  • Helping you understand different gift strategies – their tax savings, 操作, 复杂性, 和其他元素

  • Helping you consider the appropriateness of different structures for you and your family—every family is different, 有自己的目标和价值观吗, 以及它自己的家庭动态

  • Helping you fit your charitable goals into your planning and maximizing the tax benefits of your charitable giving

  • Ensuring that your gifting plan will leave you sufficient liquid assets to maintain your desired lifestyle

  • 如果你有自己的生意, guiding you through the business succession process, which includes so many additional complexities—who will take over leadership and when, 继任的资金将如何筹措, and how to “equalize” inheritances when one or more children will be involved in the business and others will not

  • Determine liquidity needs to fund payment estate taxes

  • 准备 企业估值 需要你的计划

  • Helping administer your gift and estate planning structure to ensure that it meets your goals

  • Helping your executor and family through the difficult time after your passing

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