Regardless of the size of estate you expect to leave, or the type of assets your estate contains, your goal is almost certainly the same: to preserve wealth, minimize taxes, and smoothly transfer ownership of assets. Buikema & Keune, LLC assists clients in developing estate plans for both business assets and personal concerns.

Business Succession Planning

Whether you intend to leave a business to family members after your death, or transition to new ownership while you are still alive, it is critical that you develop a business succession plan.

At Buikema & Keune, LLC, our attorneys confer with clients to:

• Obtain an accurate, up-to-date valuation of their business
• Structure holdings to minimize taxes
• Ensure sufficient liquidity to pay taxes that are unavoidable
• Provide, if needed, for an income stream from the business in retirement

A business, especially a family business, may represent a lifetime of dedication and effort. Buikema & Keune, LLC wants to help business owners preserve the fruits of their labors for the next generation.

Personal Estate Planning

Personal estate planning encompasses not just the transfer of wealth, but making decisions for one’s children or one’s own medical and personal care while able. Taking control of the decisions that are most important results in peace of mind for you and your family.

At Buikema & Keune, LLC, we meet with you to evaluate your needs and identify the estate planning tools that will best meet them. These include wills, living trusts, income producing trusts, powers of attorney, and health care directives, among others.