Integrate with Personal Financial Planning

Since your investment in your business is probably your most significant asset, there are a number of important personal and estate planning issues that should be addressed in conjunction with your professional advisors.

• Freezing the Value of Your Shares or Estate
  By freezing the value of your business shares/investment, future gains will accrue to heirs and won't be taxed until they sell.
• Insurance
  Life insurance is a powerful tool to minimize taxes in conjunction with an estate freeze specifically, and for estate planning in general.
• Retirement Planning
  Given that there is risk associated with all businesses, it is prudent to consider some of the additional retirement savings options available to you.
• Preserving Your Estate
  As a business owner, there are a number of steps you can take to protect your business assets and preserve the value of your estate.