Businesses – Florida Wills & Trusts Law

Charities We Support - Ernie Els – Els for Autism St. Matthew’s House Stephen Siller Tunnel to Towers Foundation SafeSpace Zoe Loren Make a Difference Foundation Big Dog Ranch Rescue Molly’s House St. Jude Children’s Research Hospital

Legacy Planning since 2001

Businesses

Proper planning facilitates seamless business succession, preserving continuity and preventing failure by outlining clear directives for ownership transition and management.

At Florida Wills & Trusts Law, we understand that your business is more than just a company—it’s a legacy. Whether it’s a family-owned business, a startup, or a thriving corporation, your business represents years of hard work, vision, and dedication. That’s why having a solid business succession plan in place is crucial to ensuring its long-term success and preserving its integrity for generations to come.

Too often a business goes through litigation or fails when proper business succession planning hasn’t been put in place. Here at Florida Wills & Trusts Law we have fought to preserve businesses facing these consequences but that wouldn’t have been the case if the business owner prepared for the inevitable.

At Florida Wills & Trusts Law, we specialize in crafting business succession plans that align with your vision and business goals. Our team will work with you to create a comprehensive strategy that ensures the seamless transition of ownership and management, preserving your business for future generations. Here’s how we can support you:

We take the time to understand your business, your values, and your long-term goals to create a personalized plan that works for you and your family.

We’ll help you define a step-by-step plan for transferring ownership and leadership to the right person, ensuring the business continues to thrive.

We integrate your business succession plan with your personal estate plan, making sure both align seamlessly to protect your assets, reduce tax burdens, and provide for your family.

With a master’s degree in law in taxation, Attorney Dana Fragakis will help you navigate complex tax laws and provide strategies to minimize taxes associated with the transfer of your business, ensuring a more efficient transition.

We work to prevent potential conflicts among family members, employees, or business partners by clearly defining roles, responsibilities, and expectations.

Don’t leave the future of your business to chance. Planning ahead with Florida Wills & Trusts Law ensures that your business transitions smoothly, maintains its value, and thrives for generations to come. Whether you’re planning for retirement, an unexpected event, or a family transition, we’re here to guide you through every step of the process.