Guiding Business Succession Planning And More
You have spent many years building your business. Now it is time to transition it to a new generation. The Levins & Warnock Law Group has extensive experience planning for and executing business succession plans for business owners in southwest Florida. We can review your situation and develop a succession plan designed to effect a successful transfer of your business to a family member or another party. Our firm can work with your accountant or financial advisor regarding key issues for a seamless transaction.
The Whole Package
Our firm provides a full range of estate planning services to high net worth individuals in southwest Florida. We can assist you in not only your business succession arrangements but also in matters involving high net worth estate planning, including:
- The minimization of estate taxes
- Sophisticated asset protection strategies
- All types of trusts
Our attorneys are highly knowledgeable regarding the use of trusts and other methods by which assets can be protected and estate taxes minimized.
Experienced High Net Worth Estate Planning
The attorneys at The Levins & Warnock Law Group have more than 40 years of combined estate planning experience. When you retain us, we will create an estate plan and documents tailored specifically for your needs. Our clients include business owners and individuals in the Fort Myers area, as well as high net worth individuals with primary residences in other states.