Make the most of your life’s work
and avoid family discord
- Do you have a definitive plan for protecting your financial legacy?
- Are you making the most of the tax benefits available to your estate?
- How are you protecting beneficiaries?
Here’s how you can join other business owners who are confident about their wealth management.
1. Schedule a Conversation
Your time is valuable, and we don't want to waste it. Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.
2. Receive a Free Competitive Analysis
You will get a comprehensive analysis to show how your business compares to your competitors.
3. Review, Track, and Monitor Progress
You will have a dedicated planner, a process designed especially for busy owners, tailor-made strategies, and a timely follow-up to keep you on track.
Rest assured knowing your intentions will be honored.
Legacy Groundwork
With your valued input, we’ll help you create a manageable estate outline.
Entity Setup
Our experts will advise on and set up the ideal legal and financial structures.
Estate Administration
We’ll help you define exactly how your assets and wishes will be managed.
You deserve a plan to secure your legacy
At Obsidian Planning Solutions, we understand how difficult it is to consider a future beyond our own. You always work hard to provide for your family – yesterday, today, and tomorrow – and you deserve to pass the fruits of that labor in the manner you see fit. That’s why you need complete family trust and estate planning solutions that address both your personal and professional interests and assets.
We work with you to determine your ideal vision for your estate, then create and communicate a clear and manageable plan that will help you to achieve it. This includes collaboration and a careful review of options with your attorney, regular checkpoints, and (most important) a guideline for future updates and amendments.
To minimize taxes and court fees, you need to structure your estate to utilize the most current and ideal legal and financial entities.
Finally, you need to select and designate beneficiaries and then provide the protections that you deem necessary. This can include supplemental security for any minors and particular conditions for the administration of your estate by adults. The key here is considering and addressing the emotional, financial, and legal implications that your financial assets can have on those around you, then making the appropriate stipulations to guarantee your legacy.
If you’re a business owner in need of an experienced firm that specializes in providing family trust and estate planning solutions to entrepreneurs, call Obsidian Planning Solutions today at (301) 990-4395.
