Estate/Succession Planning Services
A well-thought out Estate plan ensures that your family and/or business is cared for once you pass away.
Dealing with the affairs of an Estate can often be stressful and emotional for those left in charge of the Estate (also known as A Will). Structuring your affairs in advance provides all parties involved with peace-of-mind knowing that the Estate will be dealt with as smoothly as possible.
Many business owners are unaware that having two (2) Wills is often advisable. A separate Will should be in place, specifically dealing with the affairs and succession planning of the business. This will help to separate personal and business assets.
Having a Trust set up will provide years of consistency, help manage expectations of beneficiaries and help to make your intentions about your assets clear and concise. Let Numbers Plus® build the right Estate plan to protect your family and business. Lets us get your Estate plan in order.