Estate Planning for Arizona Business Owners
Coordinate your corporate value with your personal legacy. We help Arizona business owners design estate plans that minimize taxes, protect assets, and ensure a seamless transfer of wealth.
The Business Owner's Dilemma
Your business is likely your largest asset, but it is highly illiquid. Without proper planning, your heirs may face massive estate taxes without the cash to pay them, forcing a fire sale of the company.
Lack of liquidity for estate taxes.
Conflict between active and inactive heirs.
Advanced Trust Strategies
We coordinate with your estate planning attorney to implement structures that protect your legacy:
Irrevocable Life Insurance Trusts (ILITs) for tax-free liquidity.
Grantor Retained Annuity Trusts (GRATs) to shift future appreciation.
Spousal Lifetime Access Trusts (SLATs) to utilize current exemptions.
The Coordinated Workflow
True wealth architecture doesn't happen in silos. Experience our guided process connecting capital, retention, succession, and trust strategies into one cohesive plan.
1. Capital & Lending
Secure the capital needed for expansion, acquisition, or restructuring.
Before implementing advanced tax or succession strategies, the business must have the right capital stack. We evaluate SBA loans, commercial real estate financing, and working capital to ensure liquidity.