Succession Planning

Secure your legacy

Succession Planning

Effective succession planning is essential for ensuring the seamless transition of ownership and management. We offer tailored solutions that address the unique challenges of both individual and organizational transitions.

Whether you're wondering what succession is planning or looking to craft a robust succession plan, our experts guide you every step of the way.

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Have a question or need assistance with succession planning? We can help. Schedule a consultation to discuss your needs.

MBK Insights

Understanding the need for business succession planning is crucial for sustained growth and stability. We delve into the nuances of both corporate and family business succession planning, providing insights that preserve and enhance your wealth legacy across generations.

The Phase Out of Paper Checks - An Electronic Future

By Meyers Brothers Kalicka • October 17, 2025

The phase out of paper checks has begun as the IRS shifts towards a modernized practice of using electronic payments. This order primarily effects individual or fiduciary tax payers since most businesses have already been required to use electronic payments.

Valuation Discounts for Gift and Estate Planning

By Katrina Arona • October 7, 2025

High-net-worth individuals hoping to preserve wealth for future generations must engage in careful gift and estate planning. With progressive rates of 18% to 40%, federal gift and estate taxes (“transfer” taxes) can be steep, making tax planning critical to wealth preservation.

Planning for 2025 and The Future with The New Tax Law

By Katrina Arona • September 30, 2025

Will you be able to benefit from the One Big, Beautiful Bill Act (OBBBA), signed into law earlier this year? The law makes many tax provisions, which were scheduled to expire at year end, permanent and includes other favorable changes for individual taxpayers.

Succession Planning Experts

Our team comprises seasoned professionals who specialize in developing strategic succession plans. With a focus on personalized service, we navigate the intricacies of financial, legal, and familial dynamics to ensure a smooth handover of responsibilities. Trust us to align your ambitions with concrete succession strategies.