Estate Planning

It’s your plan.  It’s your legacy.  We’re here to help you make it happen.

Are you and your family prepared for your second phase of life?  As the baby boomer generation reaches peak retirement age, there is greater need for estate and succession planning.  PYA can help you create a meaningful estate plan, as well as review plan documents already in place to ensure all the pieces are working together to achieve your goals.

If you are a business owner, you have additional considerations.  Sufficient time and care should be given to succession planning–a critical step in the life cycle of a long-lived business.  An effective business succession plan spells out the leadership transition process step by step, covering everything from the qualities you expect in a successor to how and when the transition will occur.

Succession planning can be daunting, and if your business will transfer in part to non-family members, the complexity increases substantially.  Every set of facts is different, and solutions vary widely.  All too often, many family business owners put off planning until the last minute or neglect to develop an effective exit strategy altogether.

For small business owners, striking the necessary balance between what is in the best interest of your family and estate and what is best for the business is a challenge.  However, putting a plan in place early can significantly help ease the burden.  Our trusted business advisors focus on your specific needs to do just that.  By understanding what matters most to you, we are able to customize your plan to help maximize your objectives.

If you are interested in developing a gifting strategy, or if you want to talk about more comprehensive tax planning and succession planning opportunities, PYA offers the tools and resources to help you in your particular situation.

Services

  • Estate Planning
  • Review of End-of-Life Documents
  • Tax Compliance for Estates and Trusts
  • Executor Assistance
  • Business Succession Planning

 

Estate Planning
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