Personal Wealth and Estate Planning

In this component of your Exit Plan, we evaluate your current and projected estate distribution, and what portion of your estate will be allocated to your heirs, charitable programs and estate taxes. For business owners, this issue is somewhat complex because a large portion of an owner’s total estate is contained in the value of the company.  It is our goal to assist you in creating a strategy to provide adequate resources to your family after your death, employing complex and sophisticated estate distribution techniques. 

Your objectives drive our recommendations to provide financial support to your survivors and to direct philanthropic requests at your passing. The planning recommendations made in this Exit Plan have been designed to protect your estate distribution objectives, minimize estate tax consequences at your death, and take advantage of gifting opportunities.

To learn more about  Personal Wealth and Estate Planning, contact Jim Erben  by email or at 512-402-0250.

Our solutions include:
The Erben Associates Planning Process
Business Exit Planning
Maximizing and Protecting Business Value
Business Continuity
Post-Exit Financial and Retirement
Personal Wealth and Estate Planning