Business Succession Planning
Helping business owners in Southern California prepare confidently for the future
Answering Tough Questions to Secure Your Legacy
Business succession planning is an important component of estate planning for small business owners and family-run businesses in Orange County. Unfortunately, two-thirds of initial transfers fail when a business succession plan has not been put in place.
With Merhab Robinson & Clarkson on your team, you can protect your legacy and your successors with confidence. The MRC team has substantial business experience of our own and can help you customize your arrangements for the future and shield against uncertainty.
Further, MRC can coordinate your estate and financial plans with your business succession plan to ensure a smooth transition without any surprises.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017