Succession Plan
A succession plan
will ease the
founding or current
generation’s
concerns about
transferring the
company.
It outlines
how succession will
occur and how to
know when the
successor is ready.
Estate Plan
An estate plan is
critical for the
family and the
business.
Without it,
you will pay higher
estate taxes than
necessary.
Taking the
time to develop an
estate plan ensures
that your estate
goes primarily to
your heirs rather
than to taxes.
