There’s only one path to making sure your family-owned business and accumulated wealth are preserved and available for your retirement and your heirs—the careful and deliberate establishment of an estate plan using effective strategies to protect you from unnecessary income and estate taxes, while meeting your long-term goals for yourself and your family.

The experienced professionals at The Bonadio Group offer a full range of estate and business succession planning services. Our professionals are fully capable of advising or assisting your legal advisors with the preparation of wills, buy-sell agreements, business valuations, compensation and retirement agreements, and family and charitable gifts arrangements.

  • Dynasty Trusts
  • Charitable remainder trusts
  • Charitable lead trusts
  • Qualified personal residence trusts
  • Grantor retained annuity trusts
  • Intentionally defective income trusts
  • Life insurance trusts
  • Medicaid trusts
  • Living trusts
  • Private foundations
  • Asset protection trusts
  • Generation skipping trusts
  • Trusts under wills
  • Special needs trusts

In the course of working with you, we review the personal and financial implications of each possible strategy, so that the choices you make are based on your specific situation and goals—not on any advisor’s cook-cutter strategies.

Get peace of mind for you, your family and your business. Protect your investments and plan into the future. Our professionals are ready to work with you to make it happen.

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