Many successful business owners are understandably concerned about potential estate taxes. However, effective estate planning is about much more than just reducing taxes. It’s about making sure your wealth continues to grow, supports your family, sustains your business, and fulfills your long-term goals.
This upcoming change is the perfect opportunity to step back and review your plan overall. Does your plan reflect how you want your business handled if you retire or pass? Are your charitable priorities addressed? Are your beneficiaries still who you intend?
Contact Burkhalter Law today to discuss your goals and put a plan into action
