Estate Planning for Business Owners

Your business is the result of your vision, dedication, and countless hours of hard work. Whether your business is based on New York or New Jersey, estate planning ensures your company continues to thrive, protects what you’ve built, and secures a future where your success can benefit generations to come.

Why Business Owners Need Estate Planning

Without an estate plan, your business could face legal and financial challenges in the event of incapacity or passing. A tailored plan ensures smooth transitions, protects your assets, and keeps your legacy intact.

Ensure Business Continuity

Minimize disruptions with a clear succession plan.

Avoid Probate for Business Assets

Keep your business out of the public court system.

Protect Your Assets

Shield your company from lawsuits, creditors, and unnecessary taxes.

Minimize Taxes

Reduce estate taxes and income taxes with efficient planning strategies.

Define Leadership Roles

Avoid disputes by clearly designating future leadership.

Our Estate Planning Services for Business Owners

Our estate planning services for businesses are designed to address the unique needs of business owners, from protecting assets to ensuring seamless succession.

Business Succession Planning

Create a roadmap for leadership transitions and continuity.


Asset Protection Strategies

Safeguard your business and personal assets from lawsuits, future marriages, and creditors.

Buy-Sell Agreements

Establish legally binding agreements to govern ownership transfers.

Trusts for Business Assets

Protect business interests and simplify asset transfers.

Tax-Efficient Planning

Minimize tax burdens on your company and heirs.

 Equity Distribution Plans

Clearly define how ownership and profits will be distributed among partners, stakeholders, or family members.

Your Business. Your Legacy. Always Secure.

Your business is your legacy. With thoughtful estate planning, you can ensure its success and continuity for future generations. Let’s build a plan to protect your hard work and secure your future.

What's it Like to Work With Us?

When you choose Michael Anastasio as your Trust attorney, you’re not just getting a lawyer—you’re gaining an advisor who listens, understands, and puts your family’s needs first. Michael’s commitment to clarity and care has made him the go-to attorney for families in both New York and New Jersey.

In this video, Richard, one of Michael’s clients, shares his experience creating a Living Trust and working with Michael to secure his family’s future. Hear firsthand how Michael’s knowledge, patience, and personalized approach made all the difference.

Watch Full Video

FAQs

Have questions about the estate planning process? We’re here to help.

Can estate planning help reduce taxes for my business?

Yes, with strategic planning, you can minimize estate and income taxes, preserving more of your company’s value for heirs or successors.

What happens to my business if I don’t have an estate plan?

Without a plan, your business could face probate, tax liabilities, and disputes among family members or partners, creating costly delays and uncertainty.

How can I protect my business from lawsuits or creditors?

Strategies like forming an LLC or placing business assets in a trust shield your company and personal wealth from potential risks.

Why is estate planning important for business owners?

Estate planning ensures your business continues to operate smoothly, protects assets, and prevents legal and financial challenges during transitions.

Don’t Leave Your Business Unprotected

Take control of your future with estate planning solutions that reflect your unique story. At Anastasio Law Group, we’re here to guide you every step of the way.

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