• Client Profile: A business owner looking to create a succession plan and protect assets for future generations.
  • Challenges: The client needed to transfer business ownership to their children while minimizing estate taxes and ensuring the business continued to thrive.
  • Solution: You implemented a robust estate plan, including trusts, gifting strategies, and insurance solutions, to protect the business and ensure a smooth transition.
  • Results: The estate was transferred successfully, with minimized tax liabilities, and the business remained intact under the next generation’s leadership.
  • Key Takeaway: A well-structured estate plan helps protect wealth and business continuity for future generations.