Top Estate Planning Services Firms & Attorneys
For an owner, the estate plan decides who controls the company after death or incapacity and how much of its value survives estate tax. Estate planning services, usually provided by attorneys, prepare wills, revocable and irrevocable trusts, powers of attorney and healthcare directives, and for business owners coordinate buy-sell agreements, succession plans, gifting of shares and trusts that hold business interests.
When comparing the estate planning firms here, look for attorneys focused on estate and tax work in your state, experience with closely held businesses, and how they coordinate with your accountant and financial adviser.