Other Services

Estate Administration

EPA provides counseling and advisory services to Personal Representatives who are tasked with the often formidable job of managing estate administration tasks required by law. These tasks can involve a wide range of information gathering and filings, along with an array of financial decisions regarding beneficiary distributions, sales and valuation of assets, tax planning, managing life insurance and retirement proceeds, and trust administration. Our clients have taken considerable comfort in having a trusted advisor help navigate these tasks at a stressful time. Our commitment is to provide client-sensitive, knowledgeable service to ensure that you can make all the required filings and financial decisions with confidence.

Business Succession Planning

Business succession planning is a critical component for any established business. For a business owner, the lack of a well-designed business succession plan places all the stakeholders, including your family, at risk. The lack of a business succession plan may paralyze the business decision-making and lead to unnecessary conflicts between your family and the remaining stakeholders. And, in today's highly competitive and fast-paced business environment, that might be enough to destroy the business and leave your family in a precarious financial position.

By considering the ownership, management, and future plans for the business, EPA can help to craft a plan that ensures a smooth transition to the future owners so that the business continues to provide opportunity and income to your family. Or we can create a plan that integrates funding mechanisms so that your family can elect to take advantage of a buyout of your interest. Either way, business succession planning is a critical tool to ensure that one of your most important assets continues to enable your beneficiaries to live the life they desire.