Estate Planning, Asset Protection and Succession

Estate and succession planning and asset protection needs to start now. Ask yourself the following questions:

• When was the last time you updated your will?
• How will you go about exiting your business?
• Who will purchase your business?
• How will your business be valued when the time comes to sell?
• How long do you anticipate being in business?
• How are my assets owned and are they safe from creditors, relationship property claims, children’s spouses?
• What is the value of my assets and what are the insured for?
• Who or which entity owns the insurance policy?

These are some of the many questions that need to be considered, irrespective of how old you are, or your state of health.

BVO is able to provide advice on estate and succession planning as well as asset protection involving your professional advisors to ensure that all the questions are answered, and a plan is put in place to provide peace of mind for you and your family.

Included within the planning phase is the establishment and maintenance of family trusts. BVO can provide advice on family trusts, their establishment and management.