Estate Planning for Business Owners: Protect Your Legacy, Secure Your Future

You’ve worked too hard to leave your legacy to chance. Estate planning makes sure it doesn’t unravel when you’re not there to manage it.

At STS, we help business owners create estate plans that are simple, secure, and built to preserve everything you’ve built along the way.

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Trusted by Entrepreneurs Committed to Preserving Their Legacy

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Make sure what you’ve built ends up in the right hands

Clear Succession Strategy

Make sure the right people are in place.

Smarter Wealth Transfer

Leave more to your family, less to the IRS.

Asset Protection Built In

Protect your assets from lawsuits, creditors, and life’s surprises.

Essential Legal Docs

Wills, trusts, powers of attorney, healthcare wishes - done right.

Over 70% of small businesses don’t have a formal succession plan. We help you avoid that risk by mapping out exactly who takes over and how, so your team, your clients, and your family aren’t left guessing.

With estate taxes climbing as high as 40%, the way you pass on your assets matters. We help you structure trusts, gifts, and ownership transfers to protect your wealth and reduce what gets taxed away. Your money should go to your people, not the government.

You don’t need to be ultra-wealthy to benefit from smart legal structures. We help you safeguard your business, real estate, and personal investments so that unexpected events don’t ruin what took you years to build.

We make sure every legal document is current, complete, and coordinated. No gaps. No last-minute scrambles. Just a clean plan that keeps your family out of probate court and your intentions clear.

Estate planning isn’t just for the ultra-wealthy. It’s for business owners who’ve worked too hard to let uncertainty win. STS helps you stay in control, without the overwhelm.

See How STS Estate Planning Works

Take Control of Your Legacy Before Someone Else Does

How Our Estate Planning Process Works

Discovery Call

We start with a conversation about your goals, family, business, and values, then map out what needs to happen next.

Strategy & Structure

We build a plan that covers who gets what, how they get it, and how to make sure it sticks, without unnecessary taxes, confusion, or court involvement.

Coordination & Legal Setup

We work with your attorney (or bring in one) to finalize all the right documents, make sure titles and accounts are properly aligned, and ensure your business fits into your plan.

Ongoing Review

Your life will change, and your plan should too. We’ll help you revisit your estate strategy as your business grows, family evolves, or tax laws shift.

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Smart Legal + Financial Sync

One estate plan that connects your whole financial life.

We link your estate strategy to your tax plan, business structure, investments, and personal finances, so everything works together, and nothing slips through the cracks. No loose ends. No courtroom surprises.

Your all-in-one
estate planning partner

STS helps you plan your estate with a proactive, personal approach that stands the test of time. Whether you're planning to exit in a few years or already thinking about your legacy, we’ll make sure everything is clear and ready.

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See how STS helps protect what matters most

Don’t leave your legacy to chance. Get the plan, the paperwork, and the peace of mind in place, so you can keep building without looking over your shoulder.

Simplify My Estate Plan

Blogs

Full-Service Tax Concierge

If you're like most high-income earners, business owners, or real estate investors, your financial strategy might look something like this:

Controller

When your business was just starting out, bookkeeping was enough. You needed clean records, organized reports, and someone to keep your transactions ...

Tax Planning

If you're a high-income earner or business owner, there's a strong chance you’re leaving thousands—or even tens of thousands—of dollars on the table each year.

Bookkeeping

You didn’t start your business to spend your evenings sorting receipts, reconciling transactions, and guessing where your money went.

Wealth Management

You’ve worked hard to build your wealth—whether through a thriving business, smart investments, or both.

Compliance Review

If you’re managing your own bookkeeping—or using a lower-cost provider—you might feel like you’ve got it handled.

Estate Planning

You’ve spent years building a business, growing your investments, and providing for your loved ones.

Tax Preparation

For most people, filing taxes feels like a guessing game:

Have Questions? I’ve Got Answers—Let’s Chat!

Your path to financial peace of mind starts here. Don’t wait—contact us now!