Estate and Succession Planning
LOCKHART Business Advisors provides effective and practical estate planning services to the owners of privately held businesses. We play a critical role in educating and assisting clients put an effective estate plan in place; often in conjunction with accredited law specialists.
This is not the domain of just the wealthy. Clients who may need an estate plan include those:
- Wanting to ensure a specific distribution to beneficiaries
- With more than $2 million in assets
- Where care & maintenance of children is important
- With blended families
- With relationship tensions within the family
The dangers of not having an estate plan include:
- Your estate not being distributed in accord with your wishes
- Increased risk of litigation with your estate diluted by legal costs
- Minor children not being properly looked after
- Significant and unexpected tax issues
Contact us today to get started.