Business planning involves not only structuring the legal entity of the business but also planning for the succession or transfer of the business. Working closely with our clients, we maximize the effectiveness of the business planning process. Because of our unique combination of knowledge in the tax, estate planning, and business transaction areas, we are able to recommend strategic approaches to the business structure and operations.
ESD Law offers a wide range of services in the areas of tax, business law, asset protection, estate planning, and more.
Individual Tax Planning
With laws changing regularly, our experience and skills are at the ready to assist our clients with minimizing their tax exposure with a wide array of options to suit their needs. By working with our clients’ advisors and CPAs we are able to approach our clients’ needs from a global perspective to achieve their goals however simple or complex they may be.
We assist our clients in building a plan to manage and preserve their wealth that coordinates with their own financial enterprise. By having a plan, our clients are able to proactively work to minimize estate tax liability, maximize basis planning ensuring minimal tax after death, and determine where their wealth goes during their life and after their death.