Estate & Succession Planning
Have you planned for your future? What about the future of your business? Can your business sustain itself without you? Or, more importantly, can it sustain you and your family without you?
No one wants to think about what will happen in the event of sickness or death. We work with you to lift the weight of uncertainty from your shoulders with our stress-free process. Our conversations are client-centered—your needs and ideas are first and foremost. By the end of the process, all the necessary items are in place so you can rest easy knowing you and your loved ones have a clear direction for the future.
Peyton Law knows every family has unique dynamics and personalities at play. Our team is here to listen and learn your family’s distinctive needs in order to create a business succession or estate plan that gives you peace of mind.
After purposeful collaboration with our team, you won’t have to worry about worst-case scenarios anymore. Your personal assets will pass on to the right people, and your business will have a practical plan securely in place to ensure its continuity and success.
Business Succession Planning
Includes everything from having an emergency plan in your bylaws to the time-consuming but purposeful process of transferring a business to your children.
- Buy-Sell Agreements
- Strategy for Sale, Transition, or Close-out
- Insurance Protection to Fund Transfer
- Entity re-formation
Asset Protection
Keeping your assets protected from competitors, spendthrifts, and the IRS.
- Corporations
- Family Limited Partnerships
- Revocable and Irrevocable Living Trusts
- Strategic Tax Planning
Estate Planning
A holistic and comprehensive look at your life, your family, your care, and your goals. Planning for those times when you can’t make decisions for yourself is even more important than planning for death.
- Comprehensive Estate Plans
- Wills
- General (Financial) Powers of Attorney
- Medical Powers of Attorney
- Living Wills
- Trusts
- Special Needs Planning
- Long-Term Care Planning