Estate & Transition Planning 

At NewhouseRusin we believe that estate/transition planning is a process that should be addressed by all business owners irrespective of what stage in their business cycle they are at. As the stage of the owners and their business changes over time, so do their goals, priorities and circumstances. Accordingly, a well designed and implemented transition plan should continually be reviewed and updated to reflect a change in circumstance. We believe that transition planning is necessary for the long term survival of any entrepreneurial business.

Estate/transition planning however, is often neglected by entrepreneurs so that they can first address the short-term operational issues of their business. This is where NewhouseRusin can fill the void. NewhouseRusin professionals will not only contribute their objectivity and specialized skills, but they will also maintain the momentum when short-term business issues threaten to impede the long term survival of the business.

We believe that estate/transition planning is a process spanning the entire business cycle. Our team of professionals will help you develop a plan tailored to your specific goals and needs that reflects your individual principles.