ESTATE PLANNING FOR BUSINESS OWNERS

Are you a business owner looking for specialized guidance in estate planning?

Every entrepreneur and investor should have a solid estate plan to protect their assets, ensure business continuity, and simplify the probate process. Proper estate planning safeguards your investments, ensuring they are managed and passed on according to your wishes in the event of incapacity or death.

Establishing a Revocable Trust is a key component of effective estate planning, designed for forward-thinking business owners and real estate investors.

Why Estate Planning Matters:

✅ Succession Planning – Ensure a smooth transition of your business and assets.
✅ Asset Protection – Safeguard your real estate, financial portfolio, and other valuable holdings.
✅ Legacy Creation – Secure your family’s financial future and philanthropic goals.
✅ Retirement & Wealth Preservation – Plan for financial stability in your later years.
✅ Educational & Family Funding – Support future generations through structured planning.
✅ Business Continuity – Prevent disruptions by legally structuring ownership and decision-making.

Creating a Revocable Trust and Last Will & Testament is crucial, but when not properly executed, they become ineffective. Good estate planning requires expert guidance. The DC Landlord Association has partnered with estate planning professionals to provide business owners with the right resources and legal expertise.

Your estate plan should reflect your values, protect your assets, and provide peace of mind for you and your loved ones. Get the right plan in place today!

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  • Revocable Trust

    Control your assets during your lifetime. Designate who will receive assets upon incapacitation or death, as well as dictate when they are distributed or how they should be used.

  • Limited Liability Company

    Establish a layer of protection from personal liability. LLCs provide a great way for business owners to safeguard their personal assets and protect themselves from financial liability.

  • Last Will & Testament

    Make decisions about how your estate should be handled after death. There are key elements to consider when creating an estate plan, including who will inherit your property.

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