Estate Planning

Protecting Your Estate

The rules that affect estate planning are constantly in flux, seemingly changing every few years. Selvam takes on the responsibility of knowing the changes to rules, codes and regulations in order to protect the value of your estate over time.

 When working through family dynamics, asset protection, wealth transfer and more, we understand what’s at stake for all parties, and what lies in the balance of each decision as it relates to your estate.

Therefore, we remain prepared to handle immediate and long-term needs while also empowering you with knowledge and awareness as to the effects new changes and laws will have on you and your heirs.

There should be no surprises where your estate planning is concerned. At Selvam, you receive answers and solutions.

Business Transition:

For those who would like to sell their business or plan their retirement, our services include:

• Business valuations to identify the value of your business
• Strategic planning and strategies to maximize value in your business
• Tax compliance, tax efficiencies, tax planning
• Asset protection techniques including trusts, estate freezes, and tax rollover elections
• Consulting to ensure the correct steps to buy, sell or transition ownership of a business
• Analysis of risk factors, and ways to mitigate risk factors
• Compensation and shareholder agreements
• Timing, costs and common issues that can arise during transition
• Profit sharing plans & pensions for retiring and new owners