Estate Planning
Our goal at Seubert & Associates is to help you accumulate and conserve assets to enhance financial wellbeing during your lifetime and beyond. The right estate plan works to provide financial security for you and your family, as well as your business.
A Solid Succession Plan
Some 70% of first generation, family-owned businesses never make it to the second generation. The reason is the lack of a business succession plan. If you’re a closely held company, we can help you plan for the continuation of your business at retirement or in the event of your death or disability. We’ll work to ensure the viability of your business and the financial security of your family for generations to come.
A Sound Process
Whether looking out for your business or your personal estate, we coordinate our financial services efforts with those of your accountant, attorney and bank trust officer. Taking into account your goals and tax considerations, we’ll recommend using various funding vehicles to make the most of your assets for those you care about:
- Business transfer buy-sell agreements
- Life insurance
- Wills and trusts
- Generation skipping transfers
- Family partnerships & limited liability companies
- Gifting & charitable contributions
A Trusted Source
Clients have trusted Seubert & Associates to protect their assets for more than 35 years. It’s only natural to extend that relationship to the protection of their estates for generations to come. As an independent agency, we have the ability to search the providers of wealth transfer products to best meet your needs. And our stable history and ongoing financial strength ensure that we’ll be here tomorrow to see your plans through.
