Estate & Succession Planning

Estate planning is the process of making sure your personal assets are handled according to your wishes after you pass on or become incapacitated. It involves reducing your estate’s exposure to taxes and other forms of liability while also avoiding probate as much as possible. Estate planning ensures that your personal assets are passed on to the right people as per your will. It helps avoiding litigation and delays in asset distribution.

Succession Planning focuses on the business continuity, As people age or move on to other opportunities, they’ll leave your business, and the voids they leave behind need to be filled if the business is to keep going. Succession planning aims to make sure those voids are filled when the time comes. A Solid succession planning should result in a seamless business continuity when key personnel & leaders leave the company.