Estate Planning for Small Business Owners

Obsidian Personal Planning Solutions provides estate planning for small business owners that protect and preserve your personal and professional assets for your family.
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Care

Get the personalized attention and assistance you need to make the difficult decisions your estate requires.

small business owners estate planning care

Tax Efficiency

Use the latest statutes and allowances to minimize estate/inheritance taxes and preserve your assets.

small business owners estate tax efficiency

Legal Protection

Design and draft the documents you need to direct the distribution of your personal and professional assets.

small business owners estate planning legal protection

Don’t Risk Your Hard Work

  • Do you know the best ways to structure your assets to minimize estate and inheritance taxes?
  • Are you struggling to find an objective estate and asset balance among your family members?
  • Do you know what steps you’ll need to take to successfully transition your business to the next generation?

You’ve worked hard to build your business into something that can provide
for you and your family, ideally for generations to come.
Unfortunately, it’s nearly impossible to know all of the tactics and procedures
involved in safely passing your assets onto your loved ones.
But you don’t have to buckle under the weight of intricate and confusing estate laws.

Don’t risk your hard work to the deliberation and decision of the court and tax systems.
Let us help you structure your assets in a way that minimizes penalties
and preserves your wealth for future generations.

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Here’s how you can confidently design your future.

1. Schedule a No-obligation Conversation

Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.

2. Enroll in the Lifestyle Protector Program™

Our step-by-step approach is designed to help you grow and protect your wealth and lifestyle, and preserve your family legacy.

3. Track & Monitor Your Progress

Together, we'll closely monitor your progress, so you can stop feeling worried and get back to living life to its fullest.

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Receive the guidance you need to direct your estate.

small business owners estate agreements

Agreements

We work with our clients to draft and implement buy-sell agreements that ensure business assets are distributed per the owner’s direction.

small business owners estate insurance

Insurance

We analyze your insurance needs to identify any gaps in coverage and advise on any additional protection that your estate may require.

small business owners estate structure

Structure

Our team of financial professionals employs years of experience and knowledge to help you best structure your assets for long-term preservation.

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Manage Your Legacy Your Way

As a business owner, you’re used to making difficult decisions. You have to decide on operational issues, marketing campaigns, human resources policies, and a million other details every day. The key to your success is getting the right information, accurate data, and realistic options from your team. But when it comes to your eventual business succession and retirement, where will you turn for the resources you need to make those decisions? Obsidian Planning wants to help you make those decisions and manage your legacy your way!

We begin with an interview and an inventory of your profile and assets. This will help you become aware of both your personal and professional assets so that you can better manage your estate.

With a clear understanding of your resources and tendencies, you can start to make decisions regarding the distribution and management of your assets. Obsidian identifies the critical data and provides experienced guidance on your options and the required steps and pitfalls associated with each.

Once you have a plan, you’ll need supporting documents and long-term direction to ensure you remain on track. That’s why your team of estate planning financial advisors will schedule and meet with you as you move toward your goals.

As a small business owner, your long-term financial plans are more complex and require more consideration. We can deliver a plan that will help you ensure your decisions and directives are carried out and your personal and professional legacy is preserved.

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Download our Free Guide:

Five Things Designed to
Protect Your Future

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