Estate Planning in Rockville, Md.

You’ve worked hard to create a successful business. It may be your most valuable asset, but also your most illiquid. Meaning, you can’t sell it as you would your shares of GM or Ferrari.


That’s one of the reasons there’s an art to protecting owners’ families through the appropriate use of family limited partnerships and trusts in their estate plans.


We are not attorneys, but we know how to coordinate estate planning with business exit plans so that nothing falls through the cracks. We can work with your existing attorney or recommend one who specializes in estate plans for business owners.


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