Business and Estate Planning

As a member of the Drake Advisory Group, AQ is backed by tax and estate attorneys with 150 years of combined experience.

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Business Planning Services

Identify/Evaluate Contingent Liabilities

  • Underfunded Business Agreements
  • Uninsured Obligations
  • Loss of Key People

Long-Range Business Planning

  • Business Restructuring
  • Capital Debt Management
  • Strategies to Attract/Retain Key Employees
  • Planning for Mergers/Acquisitions
  • Structure Company for Sale

Business Valuations

Do you have a succession plan for business ownership?

  • Is the plan in writing?
  • Is the plan funded?
  • Is your business value acceptable to the IRS?
  • Does it provide for retiring owners, spouses, or heirs?
  • Can the business survive without certain key people?
  • Who is capable of running the business?
  • Does it deal with the effects of estate tax liability on owners at their death?

Should the business be sold to:

  • Family?
  • Key people?
  • Business competitor?
  • An outside party?

Is the business positioned properly?

  • To maximize the sale
  • To sell to an outside party
  • For liquidation

Estate Planning Services

Custom & Comprehensive Estate Evaluation
Control & Distribution Studies
Estate & Income Tax Analysis
Strategies for Tax Payment
Strategies to Preserve Estate Assets
Charitable & Gift Planning

Estate Planning Questions to Consider:

  • Who will inherit your estate?
  • Do you have a current written plan?
  • How will your estate be managed if you are incapacitated or deceased?
  • Is a substantial portion of your estate comprised of non-liquid assets?
  • Will there be sufficient income available for the surviving spouse?
  • Do you know how much income tax or estate tax is due at your death? At death of your spouse?
  • Do you have a plan to pay those taxes?
  • Does your estate plan include specific gifts to charities?