Estate Planning for Business Succession

The accumulation of financial resources enables a business owner to become free of credit guarantees, initiate an exit strategy, and empower succession by transferring leadership and control of the business to partners, family members or key manager successors

Learn more and download a free estate planning for succession planning guide.

Unsure where to start or confused about the current upcoming changing in estate tax laws, contact us. 

Episode 1: What Is Changing in the Areas of Estate Tax?

2021-02-12T16:05:34-06:00By |Advisor Collaboration, Leading Your Business Through Transition, Planning Post Pandemic & Political Unrest, Succession Podcast|

With a change in the President, comes changes in estate tax law. This can provide short term opportunities, as well as a lot of speculation looking into the future. As such, there are many questions and what ifs. To help navigate this unknown environment we have asked our good friends [...]

Video: The Perfect Storm for Estate Planning

2021-01-07T15:42:03-06:00By |Leading Your Business Through Transition, Succession Blog|

2021 feels a lot like a Perfect Storm. A pandemic, political and social unrest, and economic turmoil. Depending upon when you watch this, you may be fretting about how the election will affect your asset portfolio and estate planning. David Weaver shares different estate planning opportunities to consider as well as a few "Gotcha's" [...]

Episode 2: When and/or Should I Gift to the Next Generation?

2021-01-07T15:41:17-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

A common question we hear is “When Should I gift to the Next Generation?” A simple and obvious answer is “when you’re ready.,” However, there are many nuances to consider based upon your situation. In this episode of the “Planning Post Pandemic and Political Unrest: What’s in It for Me,” [...]

Episode 4: What If I Am Not Ready to Gift to the Next Generation?

2021-02-12T16:06:12-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

What’s in it for me?” Is a common question we hear when talking with dealers when discussing advanced tax and succession planning.  “What is it gonna matter, I will be dead” In our “Planning Post Pandemic” discussion series we drilled down into this very question, specifically around “What if I, as [...]

Episode 5: Are There Downfalls to Holding Off on Planning?

2021-02-12T16:06:48-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

You may be wondering if there any downfalls to holding off on planning? What the last year has proven is that there is no time like the present, no matter what’s going on. In this episode of “Planning Post Pandemic and What’s in It for Me,” Kevin Gilbreath, a Tax [...]

Episode 6: If Planning is a No Brainer……

2021-02-12T16:07:23-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

Our succession planners with The Rawls Group, Hugh Roberts and David Weaver, along with Kevin Gilbreath, a Tax Partner with Crowe, have been discussing various advanced tax planning dynamics in our conversation series “Planning Post Pandemic and The What’s in It For Me.” With the benefits of the current planning [...]

Episode 7: What Are Next Steps For Owner’s to Enhance Their Planning?

2021-02-12T16:08:14-06:00By |Advisor Collaboration, Planning Post Pandemic & Political Unrest|

The Rawls Group and the experts at Crowe collaborate and guide our clients through the succession planning process and balancing the 4 F’s of Feelings, Family, Finances, and the Federal Tax Law. In this episode of the series, the discussion focuses on Where should a business owner start to begin [...]

Episode 7 – What are the first steps to begin to transitioning the business?

2020-07-16T19:47:26-05:00By |Advisor Collaboration, Business Value: How to Determine & Grow Value, Succession Podcast|

Before making any decisions about the future of your business, it is critical to step back and make an assessment of goals and vision. Evaluate if your business is ready, are you ready and how do you want the future to look. Champ Rawls a Partner of The Rawls Group [...]

What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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