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What is an estate and do you have one?

April 27, 2021

While you don't know what your future holds, we can help you make a plan so you're always prepared.

Your estate is comprised of everything you own — your car, home, other real estate, bank accounts, investments, life insurance, personal possessions and your business interests. No matter the size, let us help you plan your estate, so you are ready for whatever may come your way

Cal LeGrow has expertise and access to advisory specialists who provide no fee consultations on all of the following

Succession Planning

A strategy aimed at ensuring a business owners wishes are achieved when passing on leadership roles – often including ownership of the Company.

Retirement Planning

Determining retirement income goals and the actions and decisions necessary to achieve those goals including tax strategies to effectively access corporate assets.

Key Person Insurance Planning

Planning that protects a business from the financial impact resulting from the death or disability of a key employee.

Capital Gains Tax Reduction

Planning aimed at reducing the significant erosion of a business owners estate due to Capital Gain taxes upon death.

Shareholder Agreements

A legally binding agreement between co-owners of a business that governs the situation if a co-owner leaves a business, dies or becomes disabled. We offer complimentary reviews of current agreements.

Passive Income Restructuring ​

Strategic planning to curtail the impact of tax changes introduced on passive income in 2019. If you hold investments inside your corporation this may affect you.

Estate Equalization Planning​

Planning an equitable distribution of a business owners estate to family members both working in and outside of the business while ensuring the Company’s success moving forward.

Call now for a no-obligation, no-pressure meeting 1.888.789.9945

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