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Succession & Estate Planning Services

To ensure an effective and smooth transition of your business and wealth you need to have an appropriate succession and estate plan in place. This is one of the most important decisions you will need to make to ensure the future of your business, employees and your family.  

At Empire CPA, we understand family-owned businesses and the complexities involved when developing a succession and estate plan. We take the time to learn about your unique situation and develop a succession and estate plan that best suits your situation. We identify strategies and opportunities in advance to ensure that tax and any other specific issues are addressed.  

The succession and estate planning services we provide include: 
  • Business succession planning
  • Trust planning
  • Domestic tax minimization strategies
  • Planning your will
  • Post-mortem planning
  • Asset disposition planning
  • Charitable gift planning


If you’d like to find out more about the succession and estate planning services we provide – and whether they might benefit you and your organization, please get in touch with us. 

Connect with one of our practice area experts

Connect with one of our practice area experts

Succession & Estate Planning