EINTERZ & EINTERZ SEMINAR SERIES

Why Plan for Succession?  Making sure our resources outlive us;  Leaving an inheritance if possible;  Retain control as long as possible over as much as possible;  Protect critical assets (and people) to ensure continued success of business and proper valuation if necessary…

How Do We Plan?  Tools for Planning: Corporate/Company ○ Resolutions ○ Written Plan of Succession ○ Buy/Sell Agreement Individual/Family ○ Will, Trusts ○ Communication

Company Planning  Continuity  Accurate Asset Identification People? Processes? Location?  Valuation of Asset(s)  Risk Allocation

Identifying Risks Properly Is Critical and Unique Be sure you are asking the right questions!

Buy/Sell Valuation

Planning for the Individual An estate plan (Last Will and Testament, Living Will, Trusts, Power of Attorney, etc.) directs survivors and heirs how to distribute, handle and account for your assets. Too often, people fail to account for the years, blood, sweat, and tears they have poured into their business, and to properly account for it as an asset in their estate plan.

The Basic Will  Taxes and Expenses  Identify Family  Tangible Personal Property  Specific Bequests  Residuary Estate Distribution  Administration  Executor Appointment  Trustee, Guardian Appointment

NEXT HAPPY HOUR SEMINAR Tuesday, August 14, :30pm