South Carolina Estate Planning and Business Planning


     Warren & Martzin L.L.C. provides Greenville, South Carolina residents with quality legal services to include Business Exit Planning, Estate Planning, Asset Protection, Business Formation and Planning, Corporations and LLC's and Estate Administration/Probate Practice.

South Carolina Business Exit Planning

     Exit Planning is an orderly process in which you plan to leave your business while you are alive, and hopefully in style.

*You begin by asking the following questions:

  1. When do I want to leave my business?
  2. What is the total after-tax income I want from all sources when I retire?
  3. To whom do I want to transfer my business?
    1. An insider?
      1. Family member?
      2. Key employee(s)?
    2. A third-party?
    3. Or just wrap-up and sell off assets?

* Then, you complete our Life and Estate Planning questionnaire and set a meeting for an initial consultation.

South Carolina Estate Planning

     Estate planning is a process in which you structure your affairs to cover and care for:

  • PEOPLE who are important to you
    • You
    • Family
  • PROPERTY
    • What you own
    • What you control
    • What you expect to receive or inherit
  • PLANS
    • If you cannot make decisions if you are injured or disabled, then
      • Who will direct your health care?
      • Who will manage your business affairs?
      • Who will care for people dependent upon you?
        • Minors
        • Elderly relatives

     Learn more about the Three P's of Estate Planning.

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Warren & Martzin, L.L.C.
150 Milestone Way, Suite A
Greenville, SC 29615
Tel: 864.281.1282 • Fax: 864.281.1985
www.warrenandmartzin.com

 
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