Business Owner Estate Planning

Business owners of all sizes, including those with small and medium-sized businesses, should all be prepared with an estate plan. Legacy Tax & Accounting can assist you with our estate planning services to ensure there are no headaches for your spouse and other beneficiaries in the event of your passing.

Effective estate planning helps to make the transfer of assets to your beneficiaries easier and provides security for your spouse. It can also minimize or eliminate the taxes on the transfer of your business and other assets. 

For business owners, ensuring business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

 

Contact Legacy Tax & Accounting to start planning your estate.

Contact Legacy