ESTATE & TRUST PLANNING

Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones; each demands diligent estate and trust planning.

ONBusiness can help ensure your goals are met. We’ll work seamlessly with your estate lawyer and other advisors on your estate plan to help ensure your wishes are realized.

Our Estate and Trust Planning services include:

  • Accountings for trusts and estates
  • Asset protection
  • Beneficiary planning
  • Business succession and buy/sell agreements
  • Financial analysis of trust documents and wills
  • Valuation services
  • Generation-skipping trusts
  • Pre and post-mortem tax planning

Ready to take your business to the next level with our team of experts?