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Protecting Our Family:

Business Owners


If you own or are a partner in any type of business, then you'll want to address both your personal Estate Plan as well as your Succession Plan for your business.

For more information on Estate Planning for Business Owners please click the links below from my Estate Planning book.

Book Chapter
Download Estate Plan Appointment Booklet

For more information on Business Owner Succession Planning, please take a look at my separate website for Business Owners at

Business Sectors

Professional Firms

  • Consumer Product Manufacturing

  • Industrial Manufacturing

  • Business Services

  • Food and Beverage

  • Construction

  • Health Care

  • Agribusiness

  • Farm & Ranch

  • Real Estate

  • Product Development

  • Distribution

  • Financial Services

  • Retail

  • Human Resources

  • Franchise

  • Security

  • Consumer Services

  • Education

  • Personal Services

  • Leasing

  • Technology Licensing

  • CPAs

  • Financial Planners

  • Insurance Advisors

  • Business Consultants

  • Investment Advisors

  • Environmental Specialists

  • Engineers

  • Attorneys

  • Architects

  • Physicians

  • IT Professionals

  • Real Estate Developers

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