Estate/Family Succession Planning

Assisting Clients Transition and Protect Their Vital Interests

Change inevitably brings uncertainty. Uncertainty in business and financial matters usually ends up costing money or causing complications that delay. Having an effective strategy for estate or succession planning can help you protect your assets. As a complete partner looking after your best interests, DS&B consultants combine decades of experience helping clients maneuver tricky tax and regulatory issues. As more than just certified public accountants, we have helped numerous clients whose business interests have been protected for multiple generations.

Estate & Trust Planning

Our team has expertise in financial matters relating to income, gift, and estate tax planning. As a full-service CPA and consulting firm, we have experienced professionals that will find the right strategy, including services such as:

• Will and trust guidance
• Powers of attorney
• Wealth transfer strategies
• Planned giving programs
• Life insurance analysis
• Estate & trust tax planning and compliance
• Estate & trust administration

Family Succession Planning

As a business owner, deciding the right time to step aside is never easy. You need an advisor that understands the right strategy that will ensure a seamless transition of your business interests, and legacy.

DS&B has helped several clients transition their respected businesses from generation to generation – protecting the assets and advising on business matters. DS&B business/family succession plan services include:

• Asset review and ownership solutions
• Business transition
• Transferring business interest with a buy-sell agreement