Financial and Estate Planning

Planning for the future is something that everyone must do. Cooper & Company assists its clients in planning for the future by structuring its estate and financial holdings in innovative and creative ways to ensure that your plans today are carried out properly in the future.

We are looking long term when we assist our clients in finding a structure for their business holdings that provides tax efficiency while still maintaining maximum flexibility to deal with future changes in circumstances. If your current structure is no longer adequately meeting your needs, Cooper & Company will help you restructure and find a structure that better meets your needs.

We plan for every client individually, so that the business structure matches their business and personal needs. Whether you plan on selling your business in the future, passing it on to a future generation in your family, or dissolving it after it has met your short term needs, Cooper & Company will help you find the structure that matches your individual needs.

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