Estate and succession planning facilitate the orderly transfer of property and enable business continuity. The two processes are often inter-related. PKHB's estate and succession planning advisors will help you develop a transition plan that assures your objectives will be met and your tax liability covered.
The planning process includes:
- Assessing your financial situation
- Family considerations
- Determining a successor
- Distinguishing between ownership and management
- Minimizing death and transfer taxes
- Addressing the needs of creditors, customers, vendors and employees
In addition to providing you with financial options, PKHB brings professional objectivity and discretion to the succession planning process. We understand the sensitive issues and decisions you face. We will ensure that your estate and business are left in good hands.
PKHB estate and succession planning services include:
- Asset protection
- Trusts
- Gift programs
- Philanthropic planning
- Tax minimization