The art of estate planning is more than just knowing the tools. The team of original thinkers at Johnsen Archer LLP will approach the planning of your estate with your goals in mind. Our technical expertise has put us at the top of the game and our intimate knowledge of each client's goals has kept us growing. We'll structure your plan according to your situation and your philosophy. We'll see to it that your assets are thriving in the right hands, even after they've left yours.
What Does Estate Planning Mean?
Planning your estate means managing what you own during your lifetime and beyond, not leaving it to chance or even to just a will. It means taking stock and organizing your business and personal affairs so they continue as you want them to. It means minimizing the costs and taxes associated with the distribution of an estate.
And That Means Planning Now
Planning your estate means arranging for the transfer of your assets to the individuals you wish them to be transferred to, both during your lifetime and beyond. It means planning for the years ahead. It means achieving your goals and your family's goals by:
- Having a valid, updated will;
- Minimizing taxes;
- Funding your final wishes; and
- Planning for the transfer or sale of your business.
You might also benefit from the use of a trust, shareholders' agreement, or a valuation of your business. Managing what you own beyond your lifetime is a complex continuous process, and it requires the expert advice of Johnsen Archer LLP.
