Business Owner
For business owners, an estate plan together with a business succession plan serve as an important safety net. With proper planning, you can ensure that your family, your business, and your other assets are protected.
What an estate plan and business succession plan
can do for you, your family, and your business:
Establish a clear path and transition plan for your business
Create a legacy for future generations
Protect and minimize taxes on assets
Pass on your values and your business acumen
Avoid family and legal conflicts
Keep your family and your business out of probate court*
*A will is not enough to avoid court proceedings after you pass, especially as a business owner.
As a business owner, we know your life is extremely busy and that you constantly juggle priorities and urgent matters.
At Davis Wills & Trusts we understand.
We have created an easy, step-by-step process, and we have flexibility to meet with you.
To find out how much court costs would be if you pass away without a comprehensive estate plan, use our on-site probate calculator
