Building wealth through your business, career and investments is a lifetime endeavor. If you are like many other successful individuals, building your personal assets and your business is about far more than just your own comfort and stability. You want the wealth you have created to provide for the people and causes that are most important to you.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Our professionals will work to ensure that your wealth and business provide for what matters most to you. As estate and business planning advisors, we invest heavily in relationships, allowing us to gain important insights that help us align wealth transfer strategies with individual and family objectives. We believe that estate planning is critical in protecting the wealth you’ve accumulated and ensuring the welfare of the people you love. Thorough planning requires knowledge about estate taxes, income taxes, trust operations, family dynamics, business succession planning and so much more. There is no “one-size-fits-all” estate plan, and Cayton & Associates is ready to help you tailor a plan to meet your individual needs and objectives.
Our estate and family business planning services include:
- Estate and gift planning
- Charitable and family rust planning
- Charitable planning
- Estate, gift and fiduciary income tax return preparation
- Succession planning
