For business owners
Your business needs a plan too.
Your personal estate plan and your business plan have to work together, or one will undo the other. We build both.
What we cover
Four things every owner should have in writing.
Business succession planning
Who runs the business if you're out for six months, or gone for good. A written plan instead of a scramble.
Entity structure review
Make sure how your business is set up actually protects your personal assets, not just your business ones.
Buy-sell agreements
If you have partners, a buy-sell agreement decides what happens to their share, and yours, before anyone has to guess.
Asset protection
Use Florida law to separate your personal assets, your home included, from business liability and lawsuits.
How it fits together
Your family plan comes first. The business plan protects it.
We still start with the same question we ask every client: who takes care of your kids, and what happens to what you own. For business owners, “what you own” includes the company, so we build the succession and asset protection pieces around your family plan, not instead of it.
Let's look at your full picture.
Family and business together, in one consultation.