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Estate and succession planning are critical components in protecting your personal and business assets. At Insight Accounting, we’ve formulated strategies designed to help you plan for your retirement and provide for smooth business transitions, while maintaining family and professional relationships. We focus on helping you to prepare for your future in a way that will optimize the life of your assets, while minimizing estate taxes.

Our professional staff has the knowledge and experience to guide you through what can be a complex process. We will work with your goals in mind and provide the advice and expertise that will help you to provide for your heirs and business in the most advantageous manner possible.

Core estate and succession services include:

  • Goal setting and succession plans
  • Estate tax minimizing structures
  • Family-owned assets and businesses
  • Trust advice
  • Estate and trust administration
  • Assistance with valuations
  • Qualified personal residence trusts
  • Family limited partnerships
  • Marital and GST trusts
  • Grantor retained trusts

For business owners, Insight Accounting has also identified a number of techniques to assist in minimizing taxes, facilitating transitions, and assuring business continuity, including:

  • Keyman life insurance
  • Buy-sell agreements
  • Retirement planning
  • Employee Stock Ownership Plan (ESOP) structures
  • Transition planning

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