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 your solicitor.

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.