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Business Continuation - What is It?

 

 

Business Continuation Planning includes everything from will and trusts (traditional estate planning tools) to family counseling and strategic planning (tools well beyond the reach of estate planning).

It applies to you in all stages of life and by customizing your estate plans we assist you in:

  • Identifying family goals regarding the preservation
    of wealth

 

  • Examine closely held business issues, including
    valuation, alternative methods of dealing
    with estate taxes and the transfer/disposition
    of assets

 

  • Develop alternative strategies to quarantine
    and quantify potential tax savings

 

  • Estimate current taxes under your existing
    estate plans

 

Because each business and each owner is different, so too will the needs and the issues that pertain to your business and must be tailored specifically for you and your business. It is for this reason we work closely with your most trusted advisors to design an outcome that meets all your needs now and for the future.

 

 

 

Framing Your Future - Estate Planning

Framing Your Future - What Is It?

Framing Your Future - Outcomes. 

Business Continuation Planning

Life-Estate Risk Audit.

Business Succession

 

 

Prosperity

 

What is it for you?

 

A rich man asked a Zen master to write something down that could encourage the prosperity of his family for years to come. It would be something that the family could cherish for generations. On a large piece of paper, the master wrote, "Father dies, son dies, grandson dies."

The rich man became angry when he saw the master's work. "I asked you to write something down that could bring happiness and prosperity to my family. Why do you give me something depressing like this?"

"If your son should die before you," the master answered, "this would bring unbearable grief to your family. If your grandson should die before your son, this also would bring great sorrow. If your family, generation after generation, disappears in the order I have described, it will be the natural course of life. This is true happiness and prosperity."

 

 

 

 

 

 

 

@Lindy Asimus 2014 |  Business Coaching, Social Media Marketing | Newcastle NSW Australia 0403 365 855