Many business owners have wills, trusts, insurance policies, tax plans, and succession strategies in place, but these elements are often developed independently and may not work together as intended.
As business values grow, tax rules evolve, and family circumstances change, hidden risks and planning gaps can emerge.
How we can help
KPMG Legacy in Focus provides a comprehensive review of your estate and succession plan, helping you identify potential exposure, evaluate outcomes, and gain confidence that your wealth will be transferred according to your wishes.
Our review
- Review your estate, succession, tax, and governance arrangements
- Identify planning gaps, risks, and opportunities
- Assess how key documents and structures work together
- Uncover potential tax, liquidity, and wealth transfer exposures
Bringing clarity to complex decisions
- Model potential estate and succession outcomes
- Evaluate available planning options and trade-offs
- Provide practical guidance to support informed decision-making
Your legacy readiness dashboard
- Visualize your estate value before and after tax
- Understand how wealth may transfer to beneficiaries
- See potential taxes, probate fees, and other costs
- Highlight opportunities to optimize outcomes and reduce complexity
Why it matters
A coordinated estate and succession plan can help preserve more wealth for future generations, reduce complexity for your family, and provide confidence that your wishes will be carried out as intended.
