- 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.
