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 a 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.