Succession & Estate Planning

Building a successful business takes many years of hard work and dedication. Have you considered what happens after you leave the business or retire? Do you wish for your business to be left to your family? In order to ensure a smooth transition of your business, it is important to have a succession plan and/or an estate plan in place.

The team at Fruitman Kates can assist your business in the following ways:

Succession Planning (Transitioning Your Business):

• Strategic planning
• Business valuations/projections
• Tax planning
• Trust planning
• Will planning
• Post-mortem planning in order to avoid double taxation
• Asset disposition planning
• Planned giving assistance

Retirement and Estate Planning (Transitioning Your Personal Wealth):

• Retirement/pension planning
• Cross-border tax planning
• Family trusts
• Charitable gift planning
• Advice on investment planning and wealth management