I own a Business – How do I approach an Estate Plan?

Whether you are the sole owner of the business or are in a partnership, the equity you have in the business is an asset of your estate; you wish your family to benefit from the value you hold at the time you pass away.

This can certainly be a complicated situation, and over the years I have seen many smart, successful business owners avoid the issue due to complexity, emotions and myriad other factors.

We need to put a plan in place so that the value you hold in the business will go to your heirs. I look forward to sitting down with you to start the conversation about your estate plan.

While it never seems like the right time to do this, the right time is always now.  Please contact me at no risk to you.


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Anthony I. Moree
Attorney at Law
847.996.0496 P
847.756.7512 F

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