Business Succession Planning in Rancho Cucamonga
One of the biggest concerns facing owners of businesses is how to transfer the business after the owner's death without the IRS taking more than necessary. Failure to plan can mean a huge tax bill for heirs or even the loss of the business itself. Estate taxes can claim over half of a taxable estate, frequently resulting in families having to take on extra debt or sell off assets following an owner's death.
These are some of the tools we use to help address this problem:
• Key person insurance
• Buy-sell agreements
• Installment Sale
• Private Annuities
• Self-Cancelling Installment Notes
There are dozens of ways to ensure your business continues long after you have passed away, the first step is to talk to us.
Andrew Chabot, MBA, CFP® LPL Registered Principal
Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions.Read More
About Our Company
We help you make better decisions with your money. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support someone. In addition, you must prepare for your own retirement, consider what's to be done with your estate. You're also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before.Read More
The financial consultants of Rancho Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, Arkansas, California, Florida, Missouri, Nevada, New Jersey, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia.