Business Succession And Estate Planning Attorney In Newton

Managing and preserving the value of a family-owned business are two major priorities for many of our clients at Heritage Design Law LLC. Applying decades of relevant experience and insight, lawyer Frank L. Bridges and our staff are impeccably equipped to advise you on strategies for maximizing the enduring positive impact of your hard work and planning.

Is It Time To Think Through Goals For Your Business?

From fundamental considerations such as whether direct heirs are willing and capable managers of the business going forward to complex tax planning objectives, we address all aspects of business succession planning, including:

  • Consideration of all available tools and strategies for orderly, financially sound transfer of ownership at the time and in the manner you choose
  • In-depth examination of wealth protection strategies, including the creation of trusts and family limited partnerships
  • Advance planning for effective management of the anticipated proceeds of a business sale or other asset liquidation

Fully Integrated, Full-Spectrum Estate Planning For Business Owners

Our comprehensive approach to estate planning is ideally suited to the complex needs of successful entrepreneurs and business leaders in and around Middlesex County, Massachusetts. We will help you create a trust-based plan that truly works and then actively maintain that plan over time in full view of your business holdings and goals for your personal legacy.

Our attorney offers business succession planning knowledge and guidance carefully aligned with your efforts in disability planning and asset protection. Our work together can begin with an educational session or personal consultation in Needham, depending on your situation and goals. Call or email us today to define initial steps and our recommended approach.