Succession Planning Archives

Securing Your Legacy: Essential Estate Planning Strategies for Family-Owned Enterprises

December 13, 2024
Nizam Shajani, Partner, LLM, CPA, CA, TEP, MBA
Accounting, Estate Planning

Personal estate planning is a fundamental process for families with family-owned enterprises, ensuring that the wealth and legacy you’ve built are protected, preserved, and seamlessly transferred to future generations. For these families, estate planning is not just about distributing assets;…

The Estate Planning Process for Family Owned Enterprises: Case Summary

December 6, 2024
Nizam Shajani, Partner, LLM, CPA, CA, TEP, MBA
Estate Planning, Tax Planning

Imagine this: your family business, built with years of hard work and sacrifice, is thriving. But what happens when the time comes to pass it on to the next generation? Without a plan in place, the wealth and legacy you've…

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