Succession Planning & Compliance

Effective succession and estate planning requires the work of many disciplines. At Aspiron Consulting, we offer integrated services with our clients and their lawyers, executors, and beneficiaries.

From the outset, we offer integrated review of taxation issues in conjunction with legal representatives when Wills are being prepared, and advise on cost/benefits of Testamentary Trust Structures.

Working with your other advisors, we assist with the application of probate, valuation of assets, transferring of assets to beneficiaries in the most tax effective manners.

We also assist in reviewing costs and benefits of maintaining assets in business structures, developing tax effective exit strategies, bequeathing assets or selling assets depending upon our clients’ unique circumstances.