Wealth & insurance
Estate planning for business owners
Business ownership adds complexity to estate planning decisions. We help business owners consider how succession, liquidity, and continuity fit into their estate plans.
A Bluestar Concierge will guide you to the right next step.
What’s included
Business succession discussion
We discuss how business interests may transfer on death or incapacity. This includes high-level considerations around continuity and succession.
Liquidity and funding considerations
We help identify potential liquidity needs related to taxes, equalization, or buyouts. This supports planning that avoids forced decisions later.
Coordination with corporate advisors
Where appropriate, we coordinate planning discussions with legal and accounting advisors. This helps keep estate planning aligned across disciplines.
Risk and contingency awareness
We highlight common risks that business owners face in estate planning. Awareness helps support more resilient planning decisions.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us