Succession and Estate Planning

You have worked hard for your business or farm, and we know that it may be important for you to pass that business or the assets from it to the next generation. We assist businesses or farms with the planning necessary to effectively transition your operation.

Our expert analysis includes an assessment of the key parties’ goals for the business or farm, and planning for income taxes, gift taxes, and estate taxes. One of the key areas for succession planning to be effective is open communication among all parties and a clear understanding of what is most important to all parties involved. We aid you in addressing the difficult questions that need to be answered to effectively plan. For more than 30 years, we have used a common-sense approach to help make this crucial planning process as comfortable as possible for you.