Estate Planning

Estate Planning

• Estate Structure
• Estate Transfer Procedures
• Property Management Plan
• IRA and Pension Asset Distribution
• Lifetime Gifting
• Gift, Trust, and Estate Tax Returns

Business Succession Planning

• Long-Term Ownership and Management
• Ownership Transfer
• Change in Control
• Funding the Buy-Sell Agreement

Non-Qualified Benefit Plans

• Deferred Compensation Plans
• Phantom Stock/EBITDA Plans
• Funding the Payout

SS&G understands it takes time and effort to build an estate, business, or retirement income program. We help make sure our clients can enjoy the results of their hard work.

We work with clients and their other advisers to prepare, develop, and execute comprehensive plans  that will achieve their financial objectives. Our specialists stay on top of changes in tax law and work with clients to modify financial plans when necessary.

SPACE

Watch our webinar: Estate Planning in Uncertain Times