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Key Benefits:
Business Succession & Estate Planning
For retailers who want to keep their supermarket in the family and minimize the tax burden on the transfer to their children, proper planning is the key. Expert tax, estate and ownership succession planning strategies are available through an industry recognized Estate Planning attorney.
Take advantage of years of experience with estate and tax planning. Professionals can provide you with guidance in the following areas:
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Should the business be retained by the family or sold? |
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Which family members should control the business? |
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How will the next generation acquire their interest? |
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If by purchase, at what price and terms? |
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Will my heirs pay too much in estate taxes?
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Careful Planning Can Save $$$$
Every business should have an ownership succession plan which is tailored to the specific needs of the business and its owners. Specialized services are available:
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Continuity of the Business: Advice regarding buy-sell agreements, recapitalizations and redemptions designed to ensure ownership succession. |
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Economic security: Advice regarding planning for your retirement with installment sales, leases, compensation agreements and pass-through entities. |
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Equitable treatment of children: Advice regarding implementing gifting programs, creating voting and nonvoting stock and using will and trust provisions to obtain equitable treatment. |
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Tax and estate planning: Advice regarding minimizing income, gift and estate taxes on the transfer of your business to the next generation. |
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Family awareness: Advice regarding assistance with communicating your estate and ownership succession plan to your family. |
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Corporate governance: Advice regarding techniques to assist management control and succession.
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For More Information...
Contact us at 1-800-328-7475 or E-mail us using the Information
Request Form
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Risk
Planners, Inc. 
