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ASSISTING BUSINESS, NON-PROFIT
ORGANIZATIONS
& GOVERNMENT ENTITIES
Estate Planning – a critical element for business owners
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Every business owner or shareholder needs to have a solid estate plan in place. You need to know—what will be the income tax ramifications for your heirs? Will the cash flow for a surviving spouse be adequate? Will you pay no more than your fair share? Is there a way you can now accommodate bequests to a charity and still have some financial security?
Good estate planning is a team effort that involves your attorney, accountant, insurance and investment advisor, and your banker.
We make certain that all of those professionals come together to create an estate plan that’s uniquely suited not just to your financial situation, but to the values you hold dear. And we make certain that you understand all of the options available to you.
At EFP Group, you can take advantage of the expertise of our CPAs as well as our financial experts.
Contact any of the following partners about our estate planning services.
Phone: 585.427.8900
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