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Dealership Estate Planning

Estate PlanningYou don’t want to be caught without an estate plan, because if you do not have one and something unforeseen happens to you, then you are leaving the state to determine who receives your property upon your death.  Basically, by not planning your estate you are allowing the state to come in and distribute your assets without any consideration. With that said, your dealership could end up in the hands of anyone and you have worked too hard for that to happen.

Henry & Horne’s estate planning professionals can assist you in your estate planning no matter what state you are in.  We work closely with other professionals on your team, such as attorneys and financial advisors to ensure your estate fits your needs.  If you don’t have a team assembled yet, we can help put together a team of Arizona’s most respected estate planning attorneys and financial advisors tailored to your situation.

We can maximize the chances that the IRS will accept your estate planning strategies, from the administration of family limited partnerships to reporting your gifts with adequate disclosure necessary to start the statute of limitations.

Estate Planning Services that we Provide:

  • Wills & Trusts
  • Power of Attorney
  • Working with Attorneys
  • Life Insurance
  • Valuations
  • Sale to Intentionally Defective Grantor Trust
  • LLTs
  • Charitable Remainder Trusts
  • Private Fund