Leave Your Business in Good Hands
Estate Planning
Plan for the Future - Personally and Professionally
Protect Your Business and Secure Your Legacy
Estate planning is important for everyone, but it’s especially crucial for business owners, especially when your business income supports your family. From personal assets to business succession, what comes next depends on a solid foundation- your estate plan.
Protect your family—and your business—from unnecessary risk during life’s most important transitions.
- Pre-Need Guardian – Allows you to name the person you want to handle your personal and financial affairs if you become incapacitated. This choice is generally respected by the courts, reducing uncertainty and ensuring your wishes are followed.
- Healthcare Surrogate – Designates someone to make medical decisions on your behalf if you can’t do so. Medical providers typically honor this designation, providing peace of mind for you and your family.
- Living Will – Specifies the medical treatments you want or don’t want in end-of-life situations. It can guide your family through difficult decisions and ensure your wishes are respected.
Power of Attorney (POA) – Lets someone act on your behalf for legal and financial matters.
General: Broad authority while you're competent.
Limited: For specific tasks or timeframes.
Durable: Stays in effect if you're incapacitated.
Last Will and Testament – Specifies who inherits what and names guardians for minor children. Usually goes through probate.
Revocable Living Trust – Holds your assets during your lifetime and avoids probate later, giving your family quicker, smoother access.
What Is An Estate Plan?
An estate plan is a set of legal documents that let you decide what happens to you and your assets if you’re ever unable to make decisions—and how your assets are handled after you pass.
Plan for the Future of Your Business
Succession Starts Now
If you don’t have an exit plan — like selling your business, passing it to family, or handing it off to your team — it’s time to think about what happens when you’re no longer here.
Without a plan, your business becomes just another asset in your estate… and it might be sold or shut down.
Want to Keep Your Business Going Strong?
You can include clear instructions in your revocable living trust — or even create a special trust just for the business. And you don’t have to figure it out alone!
