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Estate Planning for Business Owners

With more than 40 years of experience serving Santa Rosa and the surrounding areas of California, the law firm of Shapiro, Galvin, Shapiro & Moran has the experience to understand the unique estate planning needs of business owners.

If you own a business, our attorneys can help you build a customized estate plan that is designed specifically for you.

Estate Planning and Business

On the surface, there is not a whole lot of difference between estate planning for a business owner and estate planning for anyone else. However, our lawyers look past the surface so that we can truly meet the needs of the business owners we represent. The value of the business may have to be taken into account. If ownership is shared between other parties, that needs to be considered as well. The future of the business should also be examined to determine if any elements of business succession planning need to be addressed.

We Know the Tools of Estate Planning

In order to provide business owners with an estate plan that meets their needs and prevents will contests, we use a variety of tools, including:

  • Wills and trusts
  • Living wills and living trusts
  • Advance health care directives
  • Powers of attorney

These tools are not rigid. Trusts, for example, can be created in many different forms. By getting to know your needs, we are able to utilize these tools to formulate an estate plan that makes sense for you.

Contact Us Today to Discuss Estate Planning

Our attorneys are committed to helping business owners plan for the future. Contact us today.