LOCKHART Business Advisors provides effective and practical estate planning services to the owners of privately held businesses. We play a critical role in educating and assisting clients put an effective estate plan in place; often in conjunction with accredited law specialists.

This is not the domain of just the wealthy. Clients who may need an estate plan include those:

• Wanting to ensure a specific distribution to beneficiaries
• With more than $2 million in assets
• Where care & maintenance of children is important
• With blended families 
• With relationship tensions within the family

The dangers of not having an estate plan include:

• Your estate not being distributed in accord with your wishes
• Increased risk of litigation with your estate diluted by legal costs
• Minor children not being properly looked after
• Significant and unexpected tax issues

Contact us today to get started.