Estate & Business Succession Planning

Charting a course for your business or estate is an involved and complex process. Handled right, it can also be freeing and empowering.

At TR Estate Planning, we take a team approach, from our earliest conversations when we bring in our client’s accountant and legal advisors to participate and to assist with a clients goals & objectives.

Partnering with TR Estate Planning for your estate or business succession planning brings you:

• A transparent process that reduces stress and confusion today and avoids pain, uncertainty and financial consequences down the road.  
• Expertise in the varied options and strategies for a more informed approach ― and the most financially beneficial outcomes.
• The experience to anticipate potential problems and put in place strategic financial solutions before issues arise.

Every business ultimately follows a succession plan. The worst-case scenario is leaving that plan up to the state or probate courts. Read why having an estate plan or business transition plan matters.