By considering how different entities intersect with estate planning, you can build a company that supports your goals, protects your family and preserves your legacy. Work with experienced legal and financial advisors to evaluate your options, draft the necessary agreements and ensure that your business formation and estate plan work together seamlessly. That careful planning today will allow you to focus on growth and innovation, confident that your hard work will benefit g

Family business succession planning protects that legacy. By separating ownership from management, drafting fair buy‑sell agreements, leveraging trusts and family entities, ensuring liquidity, involving professionals and preparing the next generation, founders can hand off their businesses with confidence. In doing so, they honor their hard work, care for their family’s financial security and give the company its best chance to succeed for generations to come.