
Family Business Planning
Estate Planning
What is the size of your estate?
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Anticipate future growth
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Prepare a market value balance sheet
Review Wills and other legal documents
Who are the beneficiaries?
Do you need to start gifting to reduce your estate size
Use charitable contributions and charitable remainder trusts
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Can reduce estate size and estate tax implications
Develop a plan of attack if a problem is anticipated
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Most tax problems can be planned around if you begin early enough