ESTATE PLANNING: COMBINING THE TABOO SUBJECTS OF MONEY AND DEATH.

It's no wonder why estate planning is avoided. But it is necessary because it enables the owner/entrepreneur to benefit from their financial investment in the company. While tax planning is the number one priority for doing estate planning, families in business want estate planning to help the next generation run the business. Estate planning can also help you assure economic security and asset protection for the senior generation.

Estate planning is also necessarily for equitable treatment of the children.

It's often difficult for parents to treat their children equally because they're so different. As a result, it's important to develop a plan. Then, once the plan is established, the family needs to get together and discuss how the parents plan to address the adult children equitably. Often the younger generation can make suggestions and clarifications that allow the parents to fine tune their plan with their estate planning professionals.

Whether it's effective tax planning, guaranteeing seniors' economic security or planning the equitable distribution of assets in the future, effective planning today can ease the burdens of running the family business tomorrow. We can help with your estate planning starting now. Email us, call us at 612.375.0640, or fill out our contact form.

ServicesFamily Renewal RetreatDesigned specifically for members of family-owned businesses and families of wealth who are desirous of strengthening their family relationshipVision For SuccessHubler for Business Families' exclusive, proven six-step process helps families and their business learn to focus, empower, communicate and achieve.Wealth Care ManagementWealth Care Management (SM) is our proprietary approach to joining the financial considerations of Wealth Preservation Planning with the emotional considerations of Wealth Preparation Planning.SeminarsTom Hubler presents a variety of seminars to help family businesses begin to address difficult topics like career planning, appropriate placement of both family and non-family managers in management positions, and leadership skill development.Spirited LeadershipPrograms assist, guide and strengthen management as well as develop skills and improve communication.Estate PlanningFamilies in business want estate planning to help the next generation run the business; and economic security and asset protection are needed for the senior generation.Asset ProtectionThe family-owned business as well as personal relationships benefit by protecting economic security.Leadership ProgramsTailored for particular situations or group members, our Spirited Leadership Programs can assist and guide family-owned businesses in specific areas. By strengthening you management teams or enhancing the placement process, you can improve the dynamics between family members and business associates.ServicesOur goal is to help the family business operate successfully without normal family entanglements. Our array of family business services reflects that goal. It has been developed to help you become vision driven rather than problem focused.