Estate Planning

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At Burgess Kilpatrick, we realize the importance of planning your estate to prepare for tax efficient succession of family assets to future generations.

As families grow and accumulate wealth, estate planning becomes increasingly more important. Various components of an estate plan include, but are not limited to:

  • Powers of Attorney
  • Executor appointments
  • Allocation of assets
  • Beneficiaries
  • Family trusts

If there is a family-owned business involved, additional issues must be resolved, such as who will continue on the business once the present owners have passed away; do any of the beneficiaries have the capacity to successfully operate the business; should the option of selling the business be considered etc. Many questions and issues will arise over the course of developing an estate plan.

Every estate is unique and each family has unique needs.  There are a lot of decisions that need to be made before you can put your estate plan in place. We can work with you to structure an estate plan that meets your needs.

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