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Estate & Corporate Planning
Your Financial Wellness Begins and Ends with the Right VISION!
Why Estate & Business Planning?
Tax Cuts & Jobs Act, 2017 - EXTENDED with BBB
Estate Tax Exemption
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Currently (2025) = $13.99M/Spouse
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Will continue to index for inflation
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Tax Rate on excess remains at 40%
Estate Planning Opportunity
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Exemption includes lifetime gifts - Transfer Assets now to allow the assets to appreciate outside the estate
Business Planning Gaps
PwC's 2023 US Family Business Survey states, "with 78% of respondents saying that protecting the family business as the most valuable family asset is their top long-term goal for the next five years (82% globally)...only 34% said they had a robust, documented and communicated succession plan in place." PwC's 2023 US Family Business Survey, "Succession Planning: Examining Hard Truths," May 16, 2023, PwC.com
Where to start?
Design and implement a "Buy/Sell Agreement" between business partners, shareholders, or between an owner and a key employee for sole proprietorships. Avoid the financial fallout of attempting to finance a buyout after an owner dies or becomes disabled. Fund it with life and disability insurance. The proceeds are generally tax free, and perfectly timed.
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